CAMBRIDGE ADVISORS, LLC

CRD 158928File 801-114340

APPROVED

Retail clients

Custody

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$46.5M

Bottom 25% of cohort (national)

Discretionary AUM

$37.6M

Non-discretionary $8.9M

Clients

264 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Dec 21, 2018
Principal office: 6225 SHERIDAN DRIVE SUITE 102, WILLIAMSVILLE, NY, 14221-5806
Phone: 716-932-7270
Website: HTTP://CAMADV.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $46.5M
Discretionary AUM: $37.6M
Non-discretionary AUM: $8.9M
Discretionary accounts: 249
Non-discretionary accounts: 15
Total accounts: 264
AUM per client: $776K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	23	$32.5M
Pension and profit sharing plans	5	$3.3M
Individuals (other than high net worth individuals)	32	$8.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Publications
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: 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 17, 2026	Clients	61	60
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.