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EATON-CAMBRIDGE INC.
CRD 116798File 801-116885
APPROVED
Retail clients
Custody
Filing as of Jun 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$480.7M
Above cohort median (national)
Discretionary AUM
$480.7M
Clients
311
1,075 accounts
Employees
11
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 5, 2019
- Principal office
- 5090 N. 40TH STREET SUITE 205, PHOENIX, AZ, 85018
- Phone
- (480) 385-7399
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $480.7M
- Discretionary AUM
- $480.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,075
- Non-discretionary accounts
- 0
- Total accounts
- 1,075
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $11.6M |
| Charitable organizations | 5 | $7.4M |
| High net worth individuals | 143 | $392.4M |
| Pension and profit sharing plans | Fewer than 5 | $18.4M |
| Individuals (other than high net worth individuals) | 142 | $51.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY MANAGER FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 298 | 311 | increased by13 |
| Apr 1, 2026 | AUM | $392,155,283 | $480,696,777 | increased by$88,541,494 |
| Apr 1, 2026 | Accounts | 967 | 1,075 | increased by108 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 10 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 220 | 298 | increased by78 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $190,884,696 | $392,155,283 | increased by$201,270,587 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 706 | 967 | increased by261 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 182 | 220 | increased by38 |
| Apr 1, 2022 | AUM | $132,025,270 | $190,884,696 | increased by$58,859,426 |
| Apr 1, 2022 | Accounts | 603 | 706 | increased by103 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EATON-CAMBRIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EATON-CAMBRIDGE” may also match similarly-named firms). Confirm identity against each filing.
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.