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CAMBRIDGE FINANCIAL GROUP, INC.
CRD 112254File 801-26539
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$331.3M
Below cohort median (national)
Discretionary AUM
$331.3M
Clients
318
318 accounts
Employees
6
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 14, 1986
- Principal office
- 4100 HORIZONS DRIVE, SUITE 209, COLUMBUS, OH, 43220
- Phone
- 614-457-1530
- Website
- HTTP://WWW.CFGINC.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $331.3M
- Discretionary AUM
- $331.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 318
- Non-discretionary accounts
- 0
- Total accounts
- 318
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $14.9M |
| High net worth individuals | 65 | $141.3M |
| Pension and profit sharing plans | 7 | $65.8M |
| Individuals (other than high net worth individuals) | 241 | $109.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 11This 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.