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| Happy Holidays!! thanks for using AUM13F!! |
| Cambridge Financial Group LLC
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| CRD # | 117428 |
| SEC # | 801-110472 |
| CIK # | 0001334199, 0001074272, 0001919279, 0001577329 |
| AUM | $538.9 M (2025-07-01) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 520-531-0550 |
| Address | 6700 N Oracle Rd Tucson, AZ 85704 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Progressive Corp/Oh/ | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Cardinal Health Inc | 0.0 | ||
| Amerisourcebergen Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Kroger Co | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Ryder System Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| TJX Companies Inc /DE/ | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 138.8 |
| (b) Individuals (high net worth individuals) | 104 | 400.0 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| Total | 1,372 | 538.9 |
| By Discretionary | ||
| Discretionary | 1,372 | 538.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,372 | 538.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 538.9 | |
| Total | 1,372 | 538.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001074272] | |
| SC 13G | [0001074272] | |
| 13F-HR | [0001334199] | |
| D | [0001577329] | |
| D | [0001919279] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Cambridge Trust Co | Cambridge Trust Co | [2023-04-03] |
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