CAMBRIDGE FINANCIAL GROUP, LLC
CRD #117428 SEC #801-110472 TUCSON, AZ 520-531-0550
SEC Registered
Total AUM
$538.9M
Discretionary
$538.9M
Employees
11
Clients
251
Accounts
1,372
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $538.9M | $538.9M | $0 | 11 | 0 |
| Jan 2025 | $538.9M | $538.9M | $0 | 10 | 0 |
| Oct 2024 | $468.7M | $468.7M | $0 | 9 | 8 |
| Sep 2024 | $468.7M | $468.7M | $0 | 9 | 8 |
| Aug 2024 | $468.7M | $468.7M | $0 | 9 | 8 |
| Feb 2024 | $468.7M | $468.7M | $0 | 9 | 8 |
| Nov 2023 | $401.7M | $401.7M | $0 | 9 | 9 |
| Mar 2023 | $401.7M | $401.7M | $0 | 9 | 9 |
| Jan 2023 | $411.2M | $411.2M | $0 | 9 | 8 |
| Mar 2022 | $411.2M | $411.2M | $0 | 9 | 8 |
| Mar 2022 | $411.2M | $411.2M | $0 | 9 | 8 |
| Dec 2021 | $352.3M | $352.3M | $0 | 8 | 8 |
| Jun 2021 | $352.3M | $352.3M | $0 | 8 | 8 |
| Jun 2021 | $352.3M | $352.3M | $0 | 8 | 8 |
| Mar 2021 | $352.3M | $352.3M | $0 | 8 | 8 |
| Nov 2020 | $300.6M | $300.6M | $0 | 8 | 7 |
| May 2020 | $300.6M | $300.6M | $0 | 7 | 7 |
| Mar 2020 | $300.6M | $300.6M | $0 | 7 | 7 |
| Oct 2019 | $234.5M | $234.5M | $0 | 6 | 5 |
| Oct 2019 | $234.5M | $234.5M | $0 | 6 | 5 |
| Feb 2019 | $234.5M | $234.5M | $0 | 6 | 5 |
| Jan 2019 | $240.6M | $240.6M | $0 | 5 | 0 |
| Aug 2018 | $240.6M | $240.6M | $0 | 5 | 0 |
| Jun 2018 | $240.6M | $240.6M | $0 | 5 | 0 |
| Mar 2018 | $240.6M | $240.6M | $0 | 5 | 0 |
| Nov 2017 | $185.9M | $0 | $185.9M | 5 | 0 |
| Oct 2017 | $185.9M | $0 | $185.9M | 5 | 0 |
| Oct 2017 | $185.9M | $0 | $185.9M | 5 | 0 |
| May 2017 | $185.9M | $0 | $185.9M | 3 | 200 |
| May 2017 | $185.9M | $0 | $185.9M | 4 | 200 |
| Apr 2017 | $185.9M | $0 | $185.9M | 4 | 200 |
| Apr 2017 | $185.9M | $0 | $185.9M | 4 | 200 |
DateJul 2025
Total AUM$538.9M
Discretionary$538.9M
Non-Disc.$0
Employees11
Clients0
DateJan 2025
Total AUM$538.9M
Discretionary$538.9M
Non-Disc.$0
Employees10
Clients0
DateOct 2024
Total AUM$468.7M
Discretionary$468.7M
Non-Disc.$0
Employees9
Clients8
DateSep 2024
Total AUM$468.7M
Discretionary$468.7M
Non-Disc.$0
Employees9
Clients8
DateAug 2024
Total AUM$468.7M
Discretionary$468.7M
Non-Disc.$0
Employees9
Clients8
DateFeb 2024
Total AUM$468.7M
Discretionary$468.7M
Non-Disc.$0
Employees9
Clients8
DateNov 2023
Total AUM$401.7M
Discretionary$401.7M
Non-Disc.$0
Employees9
Clients9
DateMar 2023
Total AUM$401.7M
Discretionary$401.7M
Non-Disc.$0
Employees9
Clients9
DateJan 2023
Total AUM$411.2M
Discretionary$411.2M
Non-Disc.$0
Employees9
Clients8
DateMar 2022
Total AUM$411.2M
Discretionary$411.2M
Non-Disc.$0
Employees9
Clients8
DateMar 2022
Total AUM$411.2M
Discretionary$411.2M
Non-Disc.$0
Employees9
Clients8
DateDec 2021
Total AUM$352.3M
Discretionary$352.3M
Non-Disc.$0
Employees8
Clients8
DateJun 2021
Total AUM$352.3M
Discretionary$352.3M
Non-Disc.$0
Employees8
Clients8
DateJun 2021
Total AUM$352.3M
Discretionary$352.3M
Non-Disc.$0
Employees8
Clients8
DateMar 2021
Total AUM$352.3M
Discretionary$352.3M
Non-Disc.$0
Employees8
Clients8
DateNov 2020
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees8
Clients7
DateMay 2020
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees7
Clients7
DateMar 2020
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees7
Clients7
DateOct 2019
Total AUM$234.5M
Discretionary$234.5M
Non-Disc.$0
Employees6
Clients5
DateOct 2019
Total AUM$234.5M
Discretionary$234.5M
Non-Disc.$0
Employees6
Clients5
DateFeb 2019
Total AUM$234.5M
Discretionary$234.5M
Non-Disc.$0
Employees6
Clients5
DateJan 2019
Total AUM$240.6M
Discretionary$240.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$240.6M
Discretionary$240.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$240.6M
Discretionary$240.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$240.6M
Discretionary$240.6M
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$185.9M
Discretionary$0
Non-Disc.$185.9M
Employees5
Clients0
DateOct 2017
Total AUM$185.9M
Discretionary$0
Non-Disc.$185.9M
Employees5
Clients0
DateOct 2017
Total AUM$185.9M
Discretionary$0
Non-Disc.$185.9M
Employees5
Clients0
DateMay 2017
Total AUM$185.9M
Discretionary$0
Non-Disc.$185.9M
Employees3
Clients200
DateMay 2017
Total AUM$185.9M
Discretionary$0
Non-Disc.$185.9M
Employees4
Clients200
DateApr 2017
Total AUM$185.9M
Discretionary$0
Non-Disc.$185.9M
Employees4
Clients200
DateApr 2017
Total AUM$185.9M
Discretionary$0
Non-Disc.$185.9M
Employees4
Clients200