Cambridge Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Omaha, NE. Its latest Form ADV filing, dated March 19, 2026, reports $694M in regulatory assets under management, 6 employees, and 826 accounts.
Assets Under Management
$694M
Employees
6
Offices
--
Total Clients
287
Primary office
OMAHA, NE
17330 WRIGHT STREET, SUITE 205, OMAHA, NE, United States
Top client segmentIndividuals represent 60.6% of total clients.
Top client categories% of clientsClients
1
Individuals
60.6%
174
2
HNWI
34.5%
99
3
Charitable
2.8%
8
4
Pension Plans
2.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$694Mas of March 19, 2026
Discretionary96.6%
$670M
97% of total RAUM96.6%
Non-discretionary3.4%
$24M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$694M
Total Accounts826
10Y AUM Change+$340M (+96.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee48:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.