Cambridge Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated April 28, 2026, reports $646M in regulatory assets under management, 10 employees, and 1,383 accounts.
Assets Under Management
$646M
Employees
10
Offices
--
Total Clients
293
Primary office
TUCSON, AZ
6700 N. ORACLE RD., SUITE 324, TUCSON, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.7% of total clients.
Top client categories% of clientsClients
1
HNWI
56.7%
166
2
Individuals
43.3%
127
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$646Mas of April 28, 2026
Discretionary100.0%
$646M
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$646M
Total Accounts1,383
10Y AUM Change+$460M (+247.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee29:1
10Y Employee Change+7 (+233.3%)
* 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.