Cambridge Advisors, LLC
Cambridge Advisors, LLC is an SEC-registered ria in Williamsville, NY with $46.5M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Cambridge Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158928, SEC 801-114340, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $46.5M (2026-03-19)
- Firm type
- Ria
- Location
- Williamsville, NY
- Employees
- 1
- Clients
- 61
- CRD
- 158928
- Ownership
- POHLE, KEVIN, LEE; MCCARTHY, SCOTT, M; MCCARTHY FAMILY IRREVOCABLE TRUST; MCCARTHY, SCOTT, MICHAEL
How much AUM does Cambridge Advisors, LLC have?
Cambridge Advisors, LLC reported $46.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Cambridge Advisors, LLC?
Disclosed owners and executives of Cambridge Advisors, LLC include POHLE, KEVIN, LEE, MCCARTHY, SCOTT, M, MCCARTHY FAMILY IRREVOCABLE TRUST, MCCARTHY, SCOTT, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.