Cambyses Financial Advisors

Overview

Cambyses Financial Advisors is an independent, sole‑proprietorship RIA serving individual and family clients. The firm charges fees based on a percentage of assets under management and lists financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and educational seminars/workshops among its advisory activities. The firm is not identified as an active ESG investor, is not designated a multi‑state adviser, and is owned by an individual. The firm is not classified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices