Cambridge Advisors Inc

Registered investment advisor · Omaha, Nebraska · CRD #104851

Assets Under Management

$694M

Client Accounts

826

Employees

CRD Number

104851

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Cambridge Advisors Inc

Investment advisory services provided through Cambridge Advisors Inc., an SEC registered investment advisory firm. Securities offered through Charles Schwab ... Investment Adviser Firm Summary. CAMBRIDGE ADVISORS INC ( CRD # 104851/SEC#:801-36028 ) ... In addition, some investment advisers manage investment portfolios and ... Justin Anderson is a financial advisor at Cambridge Advisors Inc with 19 years of industry experience. He holds Series 63 and Series 66 designations and has ...

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Cambridge Advisors Inc

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Cambridge Advisors Inc's AUM?

Cambridge Advisors Inc reports approximately $694M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Cambridge Advisors Inc headquartered?

Cambridge Advisors Inc is headquartered in Omaha, Nebraska.

What is Cambridge Advisors Inc's CRD number?

Cambridge Advisors Inc's CRD number is 104851. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.