CAMBRIDGE FINANCIAL GROUP, LLC

CRD #117428 SEC #801-110472 TUCSON, AZ 520-531-0550

SEC Registered

Total AUM

$538.9M

Discretionary

$538.9M

Employees

Clients

251

Accounts

1,372

Firm Details

Organization Type: Limited Liability Company
State of Formation: Arizona
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 1, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
HODGESON, BRANDON, RAY	I	MEMBER	NA
HODGESON, BRANDON, RAY	I	MEMBER	NA
HODGESON, BRANDON, RAY	I	MEMBER	NA
HODGESON, BRANDON, RAY	I	MEMBER	NA
HODGESON, BRANDON, RAY	I	MEMBER	NA
HODGESON, BRANDON, RAY	I	MEMBER	NA
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	E	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	D	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	D	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	D	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	D	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	D	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	D	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	D	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	C	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	C	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER	C	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER/ CCO	C	Control
MARCHAND, PENNY, BOONE	I	MANAGING MEMBER	C	Control
klein, ALICIA, GABRIELLE	I	MANAGING MEMBER	C	Control
klein, ALICIA, GABRIELLE	I	MANAGING MEMBER	C	Control
klein, ALICIA, GABRIELLE	I	MANAGING MEMBER	C	Control
klein, ALICIA, GABRIELLE	I	MANAGING MEMBER	C	Control
klein, ALICIA, GABRIELLE	I	MANAGING MEMBER	C	Control
klein, ALICIA, GABRIELLE	I	MANAGING MEMBER	C	Control
klein, ALICIA, GABRIELLE	I	MANAGING MEMBER	C	Control
klein, ALICIA, GABRIELLE	I	MANAGING MEMBER	C	Control
klein, ALICIA, GABRIELLE	I	MANAGING MEMBER	C	Control
klein, ALICIA, GABRIELLE	I	MANAGING MEMBER	C	Control
klein, ALICIA, GABRIELLE	I	MANAGING MEMBER	C	Control
COURTNEY, BONNIE, CAROLE	I	MEMBER	B
COURTNEY, BONNIE, CAROLE	I	MEMBER	B
COURTNEY, BONNIE, CAROLE	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
COURTNEY, BONNIE, CAROLE	I	MEMBER	B
COURTNEY, BONNIE, CAROLE	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
COURTNEY, BONNIE, CAROLE	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
COURTNEY, BONNIE, CAROLE	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
COURTNEY, BONNIE, CAROLE	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
COURTNEY, BONNIE, CAROLE	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
COURTNEY, BONNIE, CAROLE	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
COURTNEY, BONNIE, CAROLE	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
MARCHAND, PENNY, BOONE	I	MEMBER	B	Control
MARCHAND, PENNY, BOONE	I	MEMBER	B	Control
MARCHAND, PENNY, BOONE	I	MEMBER	B	Control
MARCHAND, PENNY, BOONE	I	MEMBER	B	Control
MARCHAND, PENNY, BOONE	I	MEMBER	B	Control
MARCHAND, PENNY, BOONE	I	MEMBER	B	Control
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
MCCLARREN, COLE, JUSTIN	I	MEMBER	B
klein, ALICIA, GABRIELLE	I	MEMBER	B
klein, ALICIA, GABRIELLE	I	MEMBER	B
klein, ALICIA, GABRIELLE	I	MEMBER	B
klein, ALICIA, GABRIELLE	I	MEMBER	B
klein, ALICIA, GABRIELLE	I	MEMBER	B
klein, ALICIA, GABRIELLE	I	MEMBER	B
klein, ALICIA, GABRIELLE	I	MEMBER	B
klein, ALICIA, GABRIELLE	I	MEMBER	B
klein, ALICIA, GABRIELLE	I	MEMBER	B
klein, ALICIA, GABRIELLE	I	MEMBER	B
klein, ALICIA, GABRIELLE	I	MEMBER	B
klein, ALICIA, GABRIELLE	I	MEMBER	B

Registrations

Federal

Jul 1, 2025 REGISTERED

Notice Filings (11)

AR AZ CA CO FL HI LA MD NY TX WA

Address

6700 N. ORACLE RD.
SUITE 324
TUCSON, AZ 85704
United States

Phone: 520-531-0550