EATON-CAMBRIDGE INC.

RIASEC RegisteredEst. 2019

Total AUM

$481M

Discretionary

$481M

100% of AUM

Avg account

$447K

Accounts

1,075

Employees

Advisory reps

Firm details

Headquarters: PHOENIX, Arizona
CRD number: 116798
Registered since: July 5, 2019
Website: www.eatoncambridge.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI81.63%
Individuals10.61%
Pension & Profit Sharing Plans3.82%
Corporations / Businesses2.41%
Charitable Organizations1.53%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eaton-Cambridge Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm has been SEC-registered since 2019 and serves both individual & family clients and institutional investors. Its advisory model combines financial planning and portfolio management for individuals and small businesses with selection of third‑party advisers, pension consulting activities, and educational publications and seminars. Fee arrangements are mixed (percentage of AUM, hourly, fixed fees and other structures). Eaton-Cambridge acts as a capital allocator and identifies equities—particularly exchange‑traded strategies—as a core preference; it does not characterize itself as an active ESG investor.