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 is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2017. The firm serves individual and family clients and functions as a capital allocator, offering fee arrangements that include a percentage of AUM as well as fixed and other fee structures. Core advisory services listed on its ADV are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm does not identify as an active ESG investor and is not classified as a multi-state or newly formed adviser.
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 Funds59%
- US Government Bonds24%
- Cash & Cash Equivalents8%
- Exchange Traded Equities7%
- State & Local Bonds1%
Contacts
3 of 5
Cole Mcclarren
Partner, Senior AdvisorCRD 6278760
Brandon Hodgeson
Senior Advisor, PartnerCRD 6102804
Alicia Klein
SENIOR ADVISOR, PRINCIPALCRD 6148943
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$287M in ETFs
42%
$120M
57%
$168M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $34.8M | 785,237 | 12.12% |
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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