WILLIAMSVILLE, NYCRD 158928Latest ADV March 19, 2026
Cambridge Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated March 19, 2026, reports $47M in regulatory assets under management, 1 employee, and 264 accounts.
Assets Under Management
$47M
Employees
1
Offices
--
Total Clients
61
Primary office
WILLIAMSVILLE, NY
6225 SHERIDAN DRIVE SUITE 102, WILLIAMSVILLE, NY, United States
Top client segmentIndividuals represent 52.5% of total clients.
Top client categories% of clientsClients
1
Individuals
52.5%
32
2
HNWI
37.7%
23
3
Pension Plans
8.2%
5
4
WELFARE BENEFIT PLAN
1.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$47Mas of March 19, 2026
Discretionary80.8%
$38M
81% of total RAUM80.8%
Non-discretionary19.2%
$9M
19% of total RAUM19.2%
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.
Total AUM$47M
Total Accounts264
10Y AUM Change$-4M (-7.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee61:1
10Y Employee Change0 (0.0%)
* 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.