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CAMBRIDGE FINANCIAL GROUP, LLC

TUCSON, AZ · CRD 117428 · IAPD ↗ · cambridgefinancialgroup.com · 520-531-0550

$645.8MRegulatory AUM
4Advisory reps
10Employees
2Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2025 — CAMBRIDGE FINANCIAL GROUP, LLC notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2025 — CAMBRIDGE FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2025 — CAMBRIDGE FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($468.7M -> $538.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
October 2024 — CAMBRIDGE FINANCIAL GROUP, LLC notice-filed in TX.
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.