CAMBRIDGE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- O FALLON, Illinois
- CRD number
- 110932
- Registered since
- August 25, 2014
- Website
- camcapmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.11%
- Individuals16.66%
- Pension & Profit Sharing Plans5.33%
- Charitable Organizations0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Cambridge Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves both individual and family clients as well as institutional relationships, offering fee models that include a percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services are financial planning, portfolio management for individuals and small businesses, and pension-related consulting work. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds97%
- Exchange Traded Equities1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1NATHANIEL KLITZING
CEO – Principal Wealth AdvisorCRD 4658345
Contacts
3 of 3Dalton Powers
Client Experience AssociateCRD 7750603
Samuel Hopkins
Wealth AdvisorCRD 6721949
MATTHEW HAWK
Senior Wealth AdvisorCRD 5592737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$232M in ETFs
83%
$193M
12%
$39.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $35.6M | 181,469 | 15.32% |
Location
O FALLON, IL
SAINT CLAIR
Location
O FALLON, IL
Headquartered in O FALLON, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT CLAIR
- Address
- 781 Sunset Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CLARK WEALTH PARTNERS, LLC
RIAO FALLON, IL
FRA WEALTH MANAGEMENT LLC
RIAO FALLON, IL
BENFORD CAPITAL PARTNERS MANAGEMENT, L.P.
RIACHICAGO, IL
STERLING FUND MANAGEMENT, LLC
RIACHICAGO, IL
CYPRESS CAPITAL PARTNERS, LLC
RIACHICAGO, IL
NORTH BRANCH CAPITAL MANAGEMENT, L.P.
RIAOAK BROOK, IL