CAMBRIDGE FINANCIAL ADVISORS, LLC

Adviser information for CAMBRIDGE FINANCIAL ADVISORS, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Colorado, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 508 $111.2M
Total 508 $111.2M

Clients

Type Number RAUM
Individuals 95 $43.9M
HNW Individuals 32 $67.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation Hourly chargesFixed fees

Identifiers

SEC RIA File Number 801-129597
SEC ERA File Number 801-129597
SEC CIK Numbers None
SEC CRD Numbers 118314
Legal Entity Identifier None

Principal Office

339 E HIGHWAY 50
SUITE 104
SALIDA
CO
United States
Monday - Friday, 9AM-5PM
Tel: 719-539-1040, Fax: None

Chief Compliance Officer

ROBIN BESS
OWNER
339 E. HIGHWAY 50
SUITE 104
SALIDA
CO
United States
Tel: 719-539-1040
(Full email address available in API data)

Regulatory Contact

PETER GABRIEL
OWNER
108 RIVER RUN DRIVE
BUENA VISTA
CO
United States
Tel: 719-966-5221
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GABRIEL, PETER, LYNDON Individual OWNER 01/2015 25-50%
BESS, ROBIN, ANN Individual OWNER AND CHIEF COMPLIANCE OFFICER 07/2015 25-50%
Fay, Joel, E. Individual OWNER 10/2022 25-50%

No. Employees, Historic

1050202420253 on 1/30/20243 on 3/20/2024

RAUM, Historic

200M100M020242025111245748 on 1/30/2024111245748 on 3/20/2024

No. Clients, Historic

200100020242025127 on 1/30/2024127 on 3/20/2024