Cambridge Financial Group, LLC
Cambridge Financial Group, LLC is an SEC-registered wealth manager in Tucson, AZ with $645.8M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Cambridge Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117428, SEC 801-110472, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $645.8M (2026-04-28)
- Firm type
- Wealth Manager
- Location
- Tucson, AZ
- Employees
- 10
- Clients
- 293
- CRD
- 117428
- Ownership
- klein, ALICIA, GABRIELLE; MARCHAND, PENNY, BOONE; MCCLARREN, COLE, JUSTIN; COURTNEY, BONNIE, CAROLE; HODGESON, BRANDON, RAY
How much AUM does Cambridge Financial Group, LLC have?
Cambridge Financial Group, LLC reported $645.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Cambridge Financial Group, LLC?
Disclosed owners and executives of Cambridge Financial Group, LLC include klein, ALICIA, GABRIELLE, MARCHAND, PENNY, BOONE, MCCLARREN, COLE, JUSTIN, COURTNEY, BONNIE, CAROLE, HODGESON, BRANDON, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.