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CAMBRIDGE FINANCIAL GROUP, INC.

COLUMBUS, OH · CRD 112254 · IAPD ↗ · cfginc.net · 614-457-1530

$331.3MRegulatory AUM
3Advisory reps
6Employees
308Clients
0Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CAMBRIDGE FINANCIAL GROUP, INC. notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — CAMBRIDGE FINANCIAL GROUP, INC. notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — CAMBRIDGE FINANCIAL GROUP, INC. notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — CAMBRIDGE FINANCIAL GROUP, INC. reported RAUM up 46% ($176.6M -> $258.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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