Cambridge Financial Group Inc

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Assets, Funds, Holdings

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CAFR Data
Cambridge Financial Group Inc
CRD #112254
SEC #801-26539
CIK #
AUM $192.2 MM (100% Disc, 100% US)
Employees6 (50% Investors, 0% Brokers)
Phone614-457-1530
Address4100 Horizons Drive, Suite 101
Columbus, OH 43220
Source [IAPD] [Website]
Total AUM ($MM)
1315105278952626302000200620132020
Sector Holding Cap ($MM) Value ($MM)
MSFT865,660.047.1
UNP117,760.041.1
MRK208,740.038.2
AMZN820,610.036.9
UNH233,310.036.1
V341,210.035.8
AAPL843,560.034.9
JNJ369,000.034.7
CRM120,600.033.9
PNC58,320.030.6
View All
Holdings by Sector ($)
190152114763802014201620182020
Comparable Firms State AUM ($BB)
Campion Asset Management LLC
VA 0.2
TCP Asset Management LLC
OH 0.2
Consolidated Portfolio Review Corp
NY 0.2
Wasserman Wealth Management LLC
MI 0.2
Palladium Capital Management LP
TX 0.2
T2 Asset Management LLC
IL 0.2
Jeffrey JAY Bogdanovich
WA 0.2
Boston Standard Wealth Management LLC
MA 0.2
The American Institute for Advanced Investment Management LLP
AZ 0.2
Arkfeld Wealth Strategies LLC
NE 0.2
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