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Firm profile

Eaton-cambridge Inc..

PHOENIX, AZCRD 116798Latest ADV April 24, 2026

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 employees, 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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMarc T. Giannone

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2019. Charts show the most recent available filing segment under this CRD.

* 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.