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CAMBIENT FAMILY OFFICE, LLC

ADA, MI · CRD 335128 · IAPD ↗ · cambient.com · (616) 330-2270

$857.9MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — CAMBIENT FAMILY OFFICE, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — CAMBIENT FAMILY OFFICE, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — CAMBIENT FAMILY OFFICE, LLC reported RAUM up 28% ($668.8M -> $857.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
January 2026 — CAMBIENT FAMILY OFFICE, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
45
December 2025 — CAMBIENT FAMILY OFFICE, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
August 2025 — CAMBIENT FAMILY OFFICE, LLC now reports custody of client assets ($668.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
June 2025 — CAMBIENT FAMILY OFFICE, LLC moved its main office from FRUITPORT, MI to ADA, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
67
June 2025 — CAMBIENT FAMILY OFFICE, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
April 2025 — CAMBIENT FAMILY OFFICE, LLC (FRUITPORT, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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