CAMBRIDGE ADVISORS INC

CRD 104851File 801-36028

APPROVED

Retail clients

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$693.5M

Above cohort median (national)

Discretionary AUM

$669.7M

Non-discretionary $23.8M

Clients

287

826 accounts

Employees

Above cohort median in NE

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: DRO
Registration date: Feb 16, 1990
Principal office: 17330 WRIGHT STREET, SUITE 205, OMAHA, NE, 68130
Phone: 402-697-1166
Website: HTTPS://WWW.CAMBRIDGEADVISORS.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $693.5M
Discretionary AUM: $669.7M
Non-discretionary AUM: $23.8M
Discretionary accounts: 732
Non-discretionary accounts: 94
Total accounts: 826
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	8	$304.9M
High net worth individuals	99	$287.7M
Pension and profit sharing plans	6	$33.3M
Individuals (other than high net worth individuals)	174	$67.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.