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CAMBRIDGE FINANCIAL GROUP, INC.
CRD 112254 · SEC 801-26539
4100 HORIZONS DRIVE, SUITE 209, COLUMBUS, OH, 43220, United States
Phone
614-457-1530
Fax
614-457-1931
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$331.3M
Discretionary AUM
$331.3M
Team
6 total employees; 3 advisory reps; 308 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 241 | $109.3M |
| High net worth individuals | 65 | $141.3M |
| Pension/profit sharing plans | 7 | $65.8M |
| Charitable organizations | 5 | $14.9M |
States served
VT, AL, AZ, CA, CO, GA, ID, IL, IN, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, PA, RI, TN, UT, VA, WY, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD