Firm profile

CAMBRIDGE CAPITAL MANAGEMENT, LLC

O'FALLON, ILCRD 110932Latest ADV February 18, 2026

Cambridge Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in O'Fallon, IL. Its latest Form ADV filing, dated February 18, 2026, reports $458M in regulatory assets under management, 5 employees, 1 office, and 984 accounts.

Assets Under Management
$458M
Employees
5
Offices
1 office
Total Clients
346
Primary office
O'FALLON, IL
781 SUNSET BLVD, SUITE 100, O'FALLON, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCONathaniel W. Klitzing

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
227
2
HNWI
32.4%
112
3
Pension Plans
1.2%
4
4
Charitable
0.9%
3
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$458Mas of February 18, 2026
Discretionary92.1%
$422M
92% of total RAUM92.1%
Non-discretionary7.9%
$36M
8% of total RAUM7.9%
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$458M
Total Accounts984
10Y AUM Change+$295M (+180.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee69:1
10Y Employee Change-2 (-28.6%)

* 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.