CAMBRIDGE ADVISORS INC
CRD #104851 SEC #801-36028 OMAHA, NE 402-697-1166
SEC Registered
Total AUM
$622M
Discretionary
$594.7M
Employees
6
Clients
251
Accounts
787
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $622M | $594.7M | $27.2M | 6 | 0 |
| Nov 2024 | $557.9M | $530.2M | $27.7M | 5 | 0 |
| Oct 2024 | $557.9M | $530.2M | $27.7M | 5 | 0 |
| Feb 2024 | $557.9M | $530.2M | $27.7M | 5 | 0 |
| Nov 2023 | $530.5M | $504.1M | $26.4M | 5 | 0 |
| Aug 2023 | $530.5M | $504.1M | $26.4M | 5 | 0 |
| Mar 2023 | $530.5M | $504.1M | $26.4M | 5 | 0 |
| Mar 2022 | $621.6M | $585.5M | $36M | 5 | 0 |
| Oct 2021 | $538.3M | $505.6M | $32.7M | 6 | 0 |
| Mar 2021 | $538.3M | $505.6M | $32.7M | 6 | 0 |
| Jun 2020 | $487M | $459.2M | $27.8M | 6 | 1 |
| Mar 2020 | $487M | $459.2M | $27.8M | 6 | 1 |
| Aug 2019 | $405.3M | $380.2M | $25.1M | 6 | 1 |
| Mar 2019 | $405.3M | $380.2M | $25.1M | 6 | 1 |
| Mar 2018 | $420.5M | $395.1M | $25.4M | 4 | 0 |
| Mar 2017 | $353.6M | $336.2M | $17.4M | 4 | 400 |
| Mar 2016 | $308.5M | $292.5M | $16M | 4 | 400 |
| Mar 2015 | $285.9M | $270.6M | $15.3M | 4 | 400 |
| Mar 2015 | $285.9M | $270.6M | $15.3M | 4 | 400 |
| Mar 2014 | $259M | $244.3M | $14.7M | 5 | 400 |
| Mar 2013 | $220.4M | $207.8M | $12.6M | 5 | 400 |
| Mar 2012 | $202.7M | $190.8M | $11.9M | 1 | 400 |
| Mar 2009 | $131.8M | $123.1M | $8.7M | 5 | -- |
| Mar 2007 | $175.3M | $175.3M | $0 | 10 | -- |
| Dec 2006 | $163.9M | $163.9M | $0 | 5 | -- |
| Feb 2006 | $163.9M | $163.9M | $0 | 5 | -- |
| Jun 2005 | $141.7M | $141.7M | $0 | 10 | -- |
| Aug 2004 | $132.7M | $132.7M | $0 | 10 | -- |
DateMar 2025
Total AUM$622M
Discretionary$594.7M
Non-Disc.$27.2M
Employees6
Clients0
DateNov 2024
Total AUM$557.9M
Discretionary$530.2M
Non-Disc.$27.7M
Employees5
Clients0
DateOct 2024
Total AUM$557.9M
Discretionary$530.2M
Non-Disc.$27.7M
Employees5
Clients0
DateFeb 2024
Total AUM$557.9M
Discretionary$530.2M
Non-Disc.$27.7M
Employees5
Clients0
DateNov 2023
Total AUM$530.5M
Discretionary$504.1M
Non-Disc.$26.4M
Employees5
Clients0
DateAug 2023
Total AUM$530.5M
Discretionary$504.1M
Non-Disc.$26.4M
Employees5
Clients0
DateMar 2023
Total AUM$530.5M
Discretionary$504.1M
Non-Disc.$26.4M
Employees5
Clients0
DateMar 2022
Total AUM$621.6M
Discretionary$585.5M
Non-Disc.$36M
Employees5
Clients0
DateOct 2021
Total AUM$538.3M
Discretionary$505.6M
Non-Disc.$32.7M
Employees6
Clients0
DateMar 2021
Total AUM$538.3M
Discretionary$505.6M
Non-Disc.$32.7M
Employees6
Clients0
DateJun 2020
Total AUM$487M
Discretionary$459.2M
Non-Disc.$27.8M
Employees6
Clients1
DateMar 2020
Total AUM$487M
Discretionary$459.2M
Non-Disc.$27.8M
Employees6
Clients1
DateAug 2019
Total AUM$405.3M
Discretionary$380.2M
Non-Disc.$25.1M
Employees6
Clients1
DateMar 2019
Total AUM$405.3M
Discretionary$380.2M
Non-Disc.$25.1M
Employees6
Clients1
DateMar 2018
Total AUM$420.5M
Discretionary$395.1M
Non-Disc.$25.4M
Employees4
Clients0
DateMar 2017
Total AUM$353.6M
Discretionary$336.2M
Non-Disc.$17.4M
Employees4
Clients400
DateMar 2016
Total AUM$308.5M
Discretionary$292.5M
Non-Disc.$16M
Employees4
Clients400
DateMar 2015
Total AUM$285.9M
Discretionary$270.6M
Non-Disc.$15.3M
Employees4
Clients400
DateMar 2015
Total AUM$285.9M
Discretionary$270.6M
Non-Disc.$15.3M
Employees4
Clients400
DateMar 2014
Total AUM$259M
Discretionary$244.3M
Non-Disc.$14.7M
Employees5
Clients400
DateMar 2013
Total AUM$220.4M
Discretionary$207.8M
Non-Disc.$12.6M
Employees5
Clients400
DateMar 2012
Total AUM$202.7M
Discretionary$190.8M
Non-Disc.$11.9M
Employees1
Clients400
DateMar 2009
Total AUM$131.8M
Discretionary$123.1M
Non-Disc.$8.7M
Employees5
Clients--
DateMar 2007
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees10
Clients--