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Cambridge Financial Group, Inc.

Headquartered in COLUMBUS, OH

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Firm Information

Cambridge Financial Group, Inc. is an investment advisor based in Columbus, OH, with regulatory assets under management of $258,106,425. The firm provides portfolio management for individuals and businesses. They primarily serve high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They also have a wrap fee program.

Cambridge Financial Group, Inc.

4100 HORIZONS DRIVE, SUITE 101

COLUMBUS, OH 43220

$258.11M

Assets Under Management

272

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CAMBRIDGE FINANCIAL GROUP, INC. has a total of 1 branch locations across the country.
location

COLUMBUS, OH

Advisors at Cambridge Financial Group, Inc.

View All 3 Advisors
Unclaimed
Bradley Joseph Bauer

RA

COLUMBUS, OH

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Gregory Joseph Bauer

RA

COLUMBUS, OH

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Earl Vernon Newsome

RA

COLUMBUS, OH

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Disclosures

There are no public disclosures for Cambridge Financial Group, Inc..

Frequently Asked Questions (6)

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