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CAMBRIDGE ADVISORS INC

OMAHA, NE · CRD 104851 · IAPD ↗ · 402-697-1166

$693.5MRegulatory AUM
6Advisory reps
6Employees
2Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — CAMBRIDGE ADVISORS INC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
November 2024 — CAMBRIDGE ADVISORS INC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.