CAMBRIDGE ADVISORS, LLC

RIASEC RegisteredEst. 2018

Total AUM

$46.5M

Discretionary

$37.6M

81% of AUM

Avg account

$176K

Accounts

264

Employees

Advisory reps

Firm details

Headquarters: WILLIAMSVILLE, New York
CRD number: 158928
Registered since: December 21, 2018
Website: www.cambridgeadvisors.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI69.77%
Individuals17.48%
Pension & Profit Sharing Plans7.01%
Other5.74%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Cambridge Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. The firm serves both individual and institutional clients and acts as a capital allocator, blending adviser-directed portfolio management with selection of third‑party managers. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. The firm also produces periodicals or newsletters as part of its client communications. Investment activity is centered on traditional public funds and mutual funds as the primary vehicle for client exposure, while the firm allocates selectively to private placement opportunities for alternative exposure. Cambridge Advisors does not profile itself as an ESG-focused investor. It operates under a fee model that combines a percentage-of-AUM approach with fixed fees.