Hedge Fund Database

CAMBRIDGE ADVISORS INC

Adviser information for CAMBRIDGE ADVISORS INC last updated from Form ADV on February 23rd, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Nebraska, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 5
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 649 $530.2M
Non-Discretionary 157 $27.7M
Total 806 $557.9M

Clients

Type Number RAUM
Individuals 165 $48.7M
HNW Individuals 82 $232.8M
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 7 $34.5M
Charitable organizations 8 $241.9M
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 businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-36028
SEC ERA File Number 801-36028
SEC CIK Numbers 1633695
SEC CRD Numbers 104851
Legal Entity Identifier None

Principal Office

17330 WRIGHT STREET, SUITE 205
OMAHA
NE
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 402-697-1166, Fax: 402-697-9271

Websites

www.linkedin.com/company/cambridge-advisors-inc./about/ www.cambridgeadvisors.net

Chief Compliance Officer

LORI L. LIFFRING
PRESIDENT, TREASURER, CHAIRMAN
17330 WRIGHT STREET
SUITE 205
OMAHA
NE
United States
Tel: 402-697-1166
Fax: 402-697-9271
(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
LIFFRING, LORI, LYNN Individual – PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER, CHAIRMAN 03/2005 50-75%
BRIDGMAN, MICHAEL, LEE Individual – VICE PRESIDENT, SECRETARY 03/2005 25-50%
ANDERSON, JUSTIN, SLADE Individual – VICE PRESIDENT 10/2021 25-50%

No. Employees, Historic

105020192020202120222023202420256 on 8/1/20196 on 3/17/20206 on 6/23/20206 on 3/17/20216 on 10/28/20215 on 3/22/20225 on 3/3/20235 on 8/17/20235 on 11/7/20235 on 2/23/2024

RAUM, Historic

700M350M02019202020212022202320242025405294758 on 8/1/2019486976596 on 3/17/2020486976596 on 6/23/2020538309000 on 3/17/2021538309000 on 10/28/2021621580369 on 3/22/2022530481642 on 3/3/2023530481642 on 8/17/2023530481642 on 11/7/2023557918561 on 2/23/2024

No. Clients, Historic

30015002019202020212022202320242025261 on 8/1/2019265 on 3/17/2020265 on 6/23/2020272 on 3/17/2021272 on 10/28/2021286 on 3/22/2022291 on 3/3/2023291 on 8/17/2023291 on 11/7/2023262 on 2/23/2024

Holdings

From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
SPDR DOW JONES INDL AVERAGE UT SER 1 2M 4K –
ISHARES TR CORE S&P MCP ETF 16M 278K –
ISHARES TR S&P MC 400VL ETF 588K 5K –
ISHARES TR CORE S&P SCP ETF 2M 15K –
ISHARES TR CORE S&P500 ETF 532K 973 –
ISHARES TR RUS 1000 GRW ETF 2M 6K –
ISHARES TR RUSSELL 2000 ETF 1M 7K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2M 4K –
SPDR S&P 500 ETF TR TR UNIT 2M 4K –
ADOBE INC COM 329K 592 –
AMAZON COM INC COM 920K 5K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 8M 19K –
BOEING CO COM 273K 2K –
INVESCO QQQ TR UNIT SER 1 1M 3K –
AMGEN INC COM 8M 25K –
ABBOTT LABS COM 753K 7K –
FEDEX CORP COM 563K 2K –
INTEL CORP COM 527K 17K –
ILLINOIS TOOL WKS INC COM 1M 4K –
ORACLE CORP COM 1M 9K –
QUALCOMM INC COM 704K 4K –
US BANCORP DEL COM NEW 295K 7K –
JOHNSON & JOHNSON COM 2M 13K –
MEDTRONIC PLC SHS 442K 6K –
PFIZER INC COM 262K 9K –
LOWES COS INC COM 3M 12K –
ISHARES TR MSCI EAFE ETF 1M 15K –
CHEVRON CORP NEW COM 938K 6K –
MICROSOFT CORP COM 13M 30K –
CISCO SYS INC COM 898K 19K –
INTERNATIONAL BUSINESS MACHS COM 257K 1K –
COCA COLA CO COM 633K 10K –
PEPSICO INC COM 1M 8K –
ISHARES TR U.S. TECH ETF 301K 2K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 7M 37K –
DEERE & CO COM 452K 1K –
STARBUCKS CORP COM 577K 7K –
AUTOMATIC DATA PROCESSING IN COM 970K 4K –
EXXON MOBIL CORP COM 869K 8K –
UNION PAC CORP COM 3M 14K –
TARGET CORP COM 517K 3K –
COSTCO WHSL CORP NEW COM 637K 750 –
DANAHER CORPORATION COM 3M 11K –
MERCK & CO INC COM 1M 12K –
NOVARTIS AG SPONSORED ADR 1M 10K –
PROCTER AND GAMBLE CO COM 1M 7K –
KIMBERLY-CLARK CORP COM 216K 2K –
MCDONALDS CORP COM 207K 814 –
JPMORGAN CHASE & CO. COM 1M 5K –
SIRIUS XM HOLDINGS INC COM 98K 35K –
WELLS FARGO CO NEW COM 458K 8K –
ISHARES TR 7-10 YR TRSY BD 625K 7K –
ISHARES TR IBOXX INV CP ETF 1M 11K –
CORNING INC COM 1M 36K –
UNITEDHEALTH GROUP INC COM 1M 3K –
ACCENTURE PLC IRELAND SHS CLASS A 3M 9K –
RTX CORPORATION COM 530K 5K –
3M CO COM 204K 2K –
VANGUARD INDEX FDS TOTAL STK MKT 10M 38K –
APPLE INC COM 8M 40K –
SPDR SER TR PRTFLO S&P500 VL 250K 5K –
CATERPILLAR INC COM 3M 10K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 983K 6K –
AMERICAN EXPRESS CO COM 687K 3K –
VANECK ETF TRUST SEMICONDUCTR ETF 770K 3K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 9M 197K –
OREILLY AUTOMOTIVE INC COM 1M 967 –
ISHARES TR CORE US AGGBD ET 627K 6K –
ISHARES TR SELECT DIVID ETF 398K 3K –
CLOROX CO DEL COM 254K 2K –
NVIDIA CORPORATION COM 3M 21K –
BECTON DICKINSON & CO COM 404K 2K –
ALPHABET INC CAP STK CL A 2M 10K –
SPDR GOLD TR GOLD SHS 828K 4K –
VANGUARD WORLD FD ENERGY ETF 823K 6K –
VANGUARD INDEX FDS VALUE ETF 457K 3K –
VANGUARD INDEX FDS REAL ESTATE ETF 6M 75K –
INTUITIVE SURGICAL INC COM NEW 657K 1K –
BLACKROCK INC COM 320K 406 –
VANGUARD INDEX FDS SMALL CP ETF 6M 30K –
GARMIN LTD SHS 236K 1K –
CHARLES RIV LABS INTL INC COM 248K 1K –
SPDR SER TR S&P DIVID ETF 654K 5K –
EMCOR GROUP INC COM 997K 3K –
ISHARES GOLD TR ISHARES NEW 305K 7K –
ROPER TECHNOLOGIES INC COM 967K 2K –
DYNEX CAP INC COM 203K 17K –
ISHARES TR US HOME CONS ETF 384K 4K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 2M 29K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 370K 2K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 46M 638K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 28M 557K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 275K 8K –
VISA INC COM CL A 1M 5K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 202K 6K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 9M 112K –
SCHWAB STRATEGIC TR US BRD MKT ETF 3M 47K –
SCHWAB STRATEGIC TR INTL EQTY ETF 2M 43K –
SCHWAB STRATEGIC TR US LRG CAP ETF 888K 14K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 1M 19K –
SCHWAB STRATEGIC TR US SML CAP ETF 1M 28K –
SCHWAB STRATEGIC TR US LCAP GR ETF 6M 64K –
SCHWAB STRATEGIC TR US LCAP VA ETF 278K 4K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 509K 11K –
SPDR SER TR BLOOMBERG INTL 299K 10K –
SCHWAB STRATEGIC TR SHT TM US TRES 793K 16K –
NXP SEMICONDUCTORS N V COM 848K 3K –
SCHWAB STRATEGIC TR US TIPS ETF 645K 12K –
VANGUARD INDEX FDS S&P 500 ETF SHS 77M 153K –
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 1M 32K –
SCHWAB STRATEGIC TR US REIT ETF 288K 14K –
SCHWAB STRATEGIC TR US MID-CAP ETF 2M 19K –
VANGUARD STAR FDS VG TL INTL STK F 1M 17K –
SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES 508K 19K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 4M 51K –
META PLATFORMS INC CL A 2M 4K –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 888K 29K –
PALO ALTO NETWORKS INC COM 278K 820 –
ABBVIE INC COM 2M 9K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 641K 14K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 12M 243K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 1M 25K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 3M 44K –
ISHARES TR MSCI USA QLT FCT 271K 2K –
ALPHABET INC CAP STK CL C 573K 3K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 1M 17K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 253K 5K –
ISHARES TR MSCI INTL QUALTY 314K 8K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 354K 6K –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 720K 7K –
SPDR SER TR PRTFLO S&P500 HI 806K 20K –
FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 307K 24K –
GOLDMAN SACHS ETF TR ACTIVEBETA INT 256K 8K –
FORTIVE CORP COM 217K 3K –
ALPS ETF TR OSHARES US SMLCP 421K 10K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 2M 46K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 2M 43K –
GOLDMAN SACHS PHYSICAL GOLD UNIT 1M 57K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 526K 13K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 436K 10K –
CARRIER GLOBAL CORPORATION COM 331K 5K –
INNOVATOR ETFS TRUST GRWT100 PWR BF 2M 36K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 482K 13K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 7M 128K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 241K 6K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 3M 121K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 549K 23K –
FIRST TR EXCHANGE-TRADED FD FT VEST GOLD 279K 14K –
SCHWAB STRATEGIC TR INTERNL DIVID 237K 10K –
SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM 647K 29K –
INNOVATOR ETFS TRUST US EQT ACLRTD 9 398K 12K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 769K 21K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 1M 39K –
ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 775K 30K –
ADVISORS INNER CIRCLE FD III STRATEGAS GBL PO 600K 22K –
INNOVATOR ETFS TRUST POWER BUFFER SET 875K 29K –
INNOVATOR ETFS TRUST BUFFER STEP UP S 3M 91K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 8M 145K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 642K 17K –
SIMPLIFY EXCHANGE TRADED FUN BITCOIN STRATEGY 279K 11K –
SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA 644K 30K –
FIRST TR EXCHANGE-TRADED FD FT VEST DJIA 949K 48K –
INNOVATOR ETFS TRUST INNOVATOR US EQ 301K 10K –
SIMPLIFY EXCHANGE TRADED FUN MBS ETF 711K 14K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 641K 20K –
FIDELITY WISE ORIGIN BITCOIN SHS 2M 39K –
FIRST TR EXCHNG TRADED FD VI FT ENERGY INCOME 2M 134K –