Eaton-Cambridge Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated April 24, 2026, reports $481M in regulatory assets under management, 11 employee, and 1,075 accounts.
Assets Under Management
$481M
Employees
11
Offices
--
Total Clients
311
Primary office
PHOENIX, AZ
5090 N. 40TH STREET SUITE 205, PHOENIX, AZ, United States
Top client segmentHNWI represent 46.0% of total clients.
Top client categories% of clientsClients
1
HNWI
46.0%
143
2
Individuals
45.7%
142
3
Corporations
6.1%
19
4
Charitable
1.6%
5
5
Pension Plans
0.6%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$481Mas of April 24, 2026
Discretionary100.0%
$481M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$481M
Total Accounts1,075
10Y AUM Change+$369M (+331.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee28:1
10Y Employee Change+6 (+120.0%)
* 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.