|
⚲
|
| Keyboard |
| Cambridge Advisors Inc
✚
|
|
|---|---|
| CRD # | 104851 |
| SEC # | 801-36028 |
| CIK # | 0001633695 |
| AUM | 693.5 M (2026-03-19) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 402-697-1166 |
| Address | 17330 Wright Street, Suite 205 Omaha, NE 68130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001633695 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.6 | ||
| Microsoft Corp | 9.5 | ||
| Amgen Inc | 8.9 | ||
| Corning Inc /NY | 8.9 | ||
| Caterpillar Inc | 6.7 | ||
| Nvidia Corp | 4.1 | ||
| Perth MINT Physical Gold ETF | 3.6 | ||
| Union Pacific Corp | 3.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 67.5 |
| (b) Individuals (high net worth individuals) | 99 | 287.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 33.3 |
| (h) Charitable organizations | 8 | 304.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 826 | 693.5 |
| By Discretionary | ||
| Discretionary | 732 | 669.7 |
| Non-Discretionary | 94 | 23.8 |
| Total | 826 | 693.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 693.5 | |
| Total | 826 | 693.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633695] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
LP Investment Management LLC
✚
|
TX | 696.1 M |
|
Maximai Investment Partners LLC
✚
|
FL | 695.8 M |
|
Wembley Strategic Advisory LLC
✚
|
NY | 695.2 M |
|
Optimum Quantvest Corporation
✚
|
TX | 695.1 M |
|
Mayport LLC
✚
|
694.9 M | |
|
William Joseph Capital Management Inc
✚
|
CT | 694.3 M |
|
WMG Financial Advisors LLC
✚
|
TN | 693.8 M |
|
SkyOak Wealth LLC
✚
|
MI | 692.7 M |
|
Verecan Capital Management Inc
✚
|
692.7 M | |
|
Covenant Asset Management LLC
✚
|
NJ | 692.6 M |