EATON-CAMBRIDGE INC.

CRD 116798File 801-116885

APPROVED

Retail clients

Custody

Filing as of Jun 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$480.7M

Above cohort median (national)

Discretionary AUM

$480.7M

Clients

311

1,075 accounts

Employees

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
Website: HTTP://WWW.EATONCAMBRIDGE.COM

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, 5G

Compensation

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 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.