CAMBRIDGE FINANCIAL GROUP, LLC
Firm details
- Headquarters
- TUCSON, Arizona
- CRD number
- 117428
- Registered since
- April 24, 2017
- Website
- cambridgefinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI90.55%
- Individuals9.45%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Cambridge Financial Group, LLC operates as an independent registered investment adviser organized as an LLC and registered with the SEC since 2017. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model includes AUM-based fees alongside fixed and other fee arrangements. Cambridge acts as a capital allocator, incorporating third‑party managers into client portfolios. It does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- US Government Bonds24%
- Cash & Cash Equivalents8%
- Exchange Traded Equities7%
- State & Local Bonds1%
Contacts
3 of 5ALICIA klein
SENIOR ADVISOR, PRINCIPALCRD 6148943
Daniel Cossette
Service AdvisorCRD 7478100
BRANDON HODGESON
Senior Advisor, PartnerCRD 6102804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 118Active vs passive
$268M in ETFs
45%
$120M
54%
$148M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $29.4M | 757,454 | 10.98% |
Location
TUCSON, AZ
PIMA
Location
TUCSON, AZ
Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- PIMA
- Address
- 6700 N Oracle Rd
- Time zone
- MT (UTC-7)
- Office locations
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