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 registered investment adviser formed as a limited liability company and registered with the SEC in 2017. The firm describes its client base as individual and family clients and acts as a capital allocator, sourcing third-party managers alongside managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements combine percentage-of-AUM billing with fixed and other fee structures. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
- Public Funds/Mutual Funds59%
- US Government Bonds24%
- Cash & Cash Equivalents8%
- Exchange Traded Equities7%
- State & Local Bonds1%
Contacts
3 of 5
Alicia Klein
SENIOR ADVISOR, PRINCIPALCRD 6148943
Daniel Cossette
Service AdvisorCRD 7478100
Brandon Hodgeson
Senior Advisor, PartnerCRD 6102804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$288M 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 | 12.10% |
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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