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| Cambridge Financial Group Inc
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|---|---|
| CRD # | 112254 |
| SEC # | 801-26539 |
| CIK # | 0001577329, 0002085256, 0001919279, 0001074272, 0001334199 |
| AUM | 331.3 M (2026-03-19) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 614-457-1530 |
| Address | 4100 Horizons Drive, Suite 209 Columbus, OH 43220 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 109.3 |
| (b) Individuals (high net worth individuals) | 65 | 141.3 |
| (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 | 7 | 65.8 |
| (h) Charitable organizations | 5 | 14.9 |
| (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 | 318 | 331.3 |
| By Discretionary | ||
| Discretionary | 318 | 331.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 318 | 331.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.3 | |
| Total | 318 | 331.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001074272] | |
| SC 13G | [0001074272] | |
| 13F-HR | [0001334199] | |
| D | [0001577329] | |
| D | [0001919279] | |
| 13F-HR | [0002085256] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Cambridge Trust Co | Cambridge Trust Co | [2023-04-03] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 308 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Solano Wealth Investment Advisors LLC
✚
|
CA | 331.9 M |
|
Rainier Family Wealth Inc
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WA | 331.5 M |
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CA | 331.3 M |
|
Insight Folios Inc
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|
Copley Financial Group Inc
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CA | 331.2 M |
|
Bernardi Asset Management LLC
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IL | 331.0 M |
|
Sandstone Asset Management Inc
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|
330.7 M | |
|
Alliance Wealth Strategies LLC
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|
VA | 330.7 M |
|
Signature Equity Partners LLC
✚
|
OH | 330.6 M |
|
Uniplan Investment Counsel Inc
✚
|
WI | 330.5 M |