CAMBIENT FAMILY OFFICE, LLC
Firm details
- Headquarters
- ADA, Michigan
- CRD number
- 335128
- Registered since
- April 2, 2025
- Website
- www.cambient.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.29%
- Corporations / Businesses32.01%
- Charitable Organizations7.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Cambient Family Office, LLC operates as an independent registered investment adviser and functions in practice like a multi-family office and capital allocator, serving both high-net-worth individuals/families and institutional clients. The firm favors equity exposure—particularly exchange-traded equities—and runs fee relationships that mix percentage-of-AUM billing with fixed fees. Service lines include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the selection and oversight of outside managers. Portfolio construction shows an emphasis on concentrated public equity positions alongside ETF sleeve exposure, signaling a blend of direct stock selection and indexed/exchange-traded strategies. Cambient does not present itself as an active ESG investor. As a capital allocator, the firm sources third-party alternative managers and integrates those allocations into client portfolios when appropriate.
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
- Exchange Traded Equities84%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
- US Government Bonds1%
Contacts
3 of 6JOCELYN GOHEEN
Client AdvisorCRD 8212846
Andrew Fabiano
Portfolio ManagerCRD 8098614
Stephen Wilbur
Portfolio ManagerCRD 8098624
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$237M in ETFs
93%
$220M
5%
$17.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $36.4M | 55,809 | 15.35% |
Location
ADA, MI
KENT
Location
ADA, MI
Headquartered in ADA, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- KENT
- Address
- 4690 Fulton St E
- Time zone
- ET (UTC-5)
- Office locations
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