CAMBRIDGE FINANCIAL GROUP, INC.
CRD #112254 SEC #801-26539 COLUMBUS, OH 614-457-1530
SEC Registered
Total AUM
$315.2M
Discretionary
$315.2M
Employees
6
Clients
0
Accounts
308
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $315.2M | $315.2M | $0 | 6 | 308 |
| Mar 2024 | $258.1M | $258.1M | $0 | 6 | 272 |
| Mar 2023 | $176.6M | $176.6M | $0 | 6 | 221 |
| Mar 2022 | $231.3M | $231.3M | $0 | 6 | 226 |
| Mar 2021 | $227.4M | $227.4M | $0 | 6 | 299 |
| Jun 2020 | $209.2M | $209.2M | $0 | 6 | 322 |
| Mar 2020 | $209.2M | $209.2M | $0 | 6 | 322 |
| Mar 2019 | $192.2M | $192.2M | $0 | 6 | 0 |
| Mar 2019 | $192.2M | $192.2M | $0 | 6 | 0 |
| Jun 2018 | $201.2M | $201.2M | $0 | 6 | 0 |
| Mar 2018 | $218.5M | $218.5M | $0 | 6 | 0 |
| Mar 2017 | $190M | $190M | $0 | 6 | 400 |
| Mar 2016 | $190.9M | $190.9M | $0 | 6 | 400 |
| Mar 2015 | $229.2M | $229.2M | $0 | 7 | 500 |
| Mar 2014 | $210.9M | $210.9M | $0 | 7 | 500 |
| Oct 2013 | $244.2M | $244.2M | $0 | 7 | 900 |
| Mar 2013 | $244.2M | $244.2M | $0 | 7 | 900 |
| Nov 2012 | $538.9M | $538.9M | $0 | 12 | 1,900 |
| Mar 2012 | $538.9M | $538.9M | $0 | 11 | 1,900 |
| Apr 2011 | $667.9M | $667.9M | $0 | -- | -- |
| Mar 2011 | $667.9M | $667.9M | $0 | -- | -- |
| Mar 2011 | $667.9M | $667.9M | $0 | -- | -- |
| Jan 2011 | $719.7M | $719.7M | $0 | -- | -- |
| Sep 2010 | $719.7M | $719.7M | $0 | -- | -- |
| Mar 2010 | $719.7M | $719.7M | $0 | -- | -- |
| Mar 2010 | $719.7M | $719.7M | $0 | -- | -- |
| Jan 2010 | $771.2M | $771.2M | $0 | -- | -- |
| Sep 2009 | $771.2M | $771.2M | $0 | -- | -- |
| Mar 2009 | $771.2M | $771.2M | $0 | -- | -- |
| Oct 2007 | $1.1B | $1.1B | $0 | -- | -- |
| May 2007 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2007 | $1.1B | $1.1B | $0 | -- | -- |
| Feb 2007 | $651.8M | $651.8M | $0 | -- | -- |
| Mar 2006 | $651.8M | $651.8M | $0 | -- | -- |
| Nov 2005 | $392.4M | $392.4M | $0 | -- | -- |
| Sep 2005 | $392.4M | $392.4M | $0 | -- | -- |
| Jun 2005 | $392.4M | $392.4M | $0 | -- | -- |
| Jun 2005 | $392.4M | $392.4M | $0 | -- | -- |
| Feb 2005 | $281.6M | $281.6M | $0 | -- | -- |
| Mar 2004 | $281.6M | $281.6M | $0 | -- | -- |
| Mar 2002 | $278.3M | $278.3M | $0 | -- | -- |
| Mar 2002 | $445M | $445M | $0 | -- | -- |
DateMar 2025
Total AUM$315.2M
Discretionary$315.2M
Non-Disc.$0
Employees6
Clients308
DateMar 2024
Total AUM$258.1M
Discretionary$258.1M
Non-Disc.$0
Employees6
Clients272
DateMar 2023
Total AUM$176.6M
Discretionary$176.6M
Non-Disc.$0
Employees6
Clients221
DateMar 2022
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees6
Clients226
DateMar 2021
Total AUM$227.4M
Discretionary$227.4M
Non-Disc.$0
Employees6
Clients299
DateJun 2020
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees6
Clients322
DateMar 2020
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees6
Clients322
DateMar 2019
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2018
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$218.5M
Discretionary$218.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees6
Clients400
DateMar 2016
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees6
Clients400
DateMar 2015
Total AUM$229.2M
Discretionary$229.2M
Non-Disc.$0
Employees7
Clients500
DateMar 2014
Total AUM$210.9M
Discretionary$210.9M
Non-Disc.$0
Employees7
Clients500
DateOct 2013
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees7
Clients900
DateMar 2013
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees7
Clients900
DateNov 2012
Total AUM$538.9M
Discretionary$538.9M
Non-Disc.$0
Employees12
Clients1,900
DateMar 2012
Total AUM$538.9M
Discretionary$538.9M
Non-Disc.$0
Employees11
Clients1,900
DateApr 2011
Total AUM$667.9M
Discretionary$667.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$667.9M
Discretionary$667.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$667.9M
Discretionary$667.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$719.7M
Discretionary$719.7M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$719.7M
Discretionary$719.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$719.7M
Discretionary$719.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$719.7M
Discretionary$719.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$771.2M
Discretionary$771.2M
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$771.2M
Discretionary$771.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$771.2M
Discretionary$771.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$651.8M
Discretionary$651.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$651.8M
Discretionary$651.8M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$392.4M
Discretionary$392.4M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$392.4M
Discretionary$392.4M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$392.4M
Discretionary$392.4M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$392.4M
Discretionary$392.4M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$281.6M
Discretionary$281.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$281.6M
Discretionary$281.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$278.3M
Discretionary$278.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$445M
Discretionary$445M
Non-Disc.$0
Employees--
Clients--