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| Eaton-Cambridge Inc
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|---|---|
| CRD # | 116798 |
| SEC # | 801-116885 |
| CIK # | 0002011052 |
| AUM | $480.7 M (2026-06-12) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 480-385-7399 |
| Address | 5090 N 40th Street Suite 205 Phoenix, AZ 85018 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.8 | ||
| Apple Inc | 3.5 | ||
| Amazon Com Inc | 1.5 | ||
| Microsoft Corp | 1.2 | ||
| Alphabet Inc | 1.0 | ||
| Facebook Inc | 0.8 | ||
| Lilly Eli & Co | 0.8 | ||
| Alphabet Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 51.0 |
| (b) Individuals (high net worth individuals) | 143 | 392.4 |
| (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 | 2 | 18.4 |
| (h) Charitable organizations | 5 | 7.4 |
| (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 | 19 | 11.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,075 | 480.7 |
| By Discretionary | ||
| Discretionary | 1,075 | 480.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,075 | 480.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 480.7 | |
| Total | 1,075 | 480.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011052] |
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|---|---|---|
|
DB Fitzpatrick & Co Inc
✚
|
ID | 0.5 |
|
CornerStone Planning LLC
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|
NC | 0.5 |
|
AMJ Financial Wealth Management LLC
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|
VA | 0.5 |
|
Harbor Advisory Corporation
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NH | 0.5 |
|
Townsend Asset Management Corp
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NC | 0.5 |
|
Keener Financial Planning LLC
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TX | 0.5 |
|
Cannon Tingey Investment Advisors Inc
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|
UT | 0.5 |
|
Barnes Wealth Management Group Inc
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|
CA | 0.5 |
|
Wimmer Associates I LLC
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|
CA | 0.5 |
|
Cape Investment Advisory Inc
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|
GA | 0.5 |