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CAMBRIDGE FINANCIAL GROUP, LLC
CRD 117428File 801-110472
APPROVED
Retail clients
Custody
Filing as of Apr 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$645.8M
Above cohort median (national)
Discretionary AUM
$645.8M
Clients
293
1,383 accounts
Employees
10
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 24, 2017
- Principal office
- 6700 N. ORACLE RD., SUITE 324, TUCSON, AZ, 85704
- Phone
- 520-531-0550
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $645.8M
- Discretionary AUM
- $645.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,383
- Non-discretionary accounts
- 0
- Total accounts
- 1,383
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 166 | $584.8M |
| Individuals (other than high net worth individuals) | 127 | $61.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — % OF INCOME
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|---|
| May 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2026 | Clients | 281 | 293 | increased by12 |
| Apr 1, 2026 | AUM | $538,870,193 | $645,804,007 | increased by$106,933,814 |
| Apr 1, 2026 | Accounts | 1,372 | 1,383 | increased by11 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 265 | 281 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $411,157,806 | $538,870,193 | increased by$127,712,387 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,225 | 1,372 | increased by147 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 250 | 265 | increased by15 |
| Apr 1, 2022 | AUM | $352,271,894 | $411,157,806 | increased by$58,885,912 |
| Apr 1, 2022 | Accounts | 1,181 | 1,225 | increased by44 |
| 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 “CAMBRIDGE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAMBRIDGE FINANCIAL” 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.