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| Keyboard |
| Cambridge Advisors LLC
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|---|---|
| CRD # | 158928 |
| SEC # | 801-114340 |
| CIK # | 0001633695 |
| AUM | 46.5 M (2026-03-19) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 716-932-7270 |
| Address | 6225 Sheridan Drive Suite 102 Williamsville, NY 14221-5806 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 8.1 |
| (b) Individuals (high net worth individuals) | 23 | 32.5 |
| (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 | 5 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1 | 2.7 |
| Total | 264 | 46.5 |
| By Discretionary | ||
| Discretionary | 249 | 37.6 |
| Non-Discretionary | 15 | 8.9 |
| Total | 264 | 46.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 46.2 | |
| Total | 264 | 46.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633695] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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