AdvisorCensus / Financial advisors / Michigan / Grand Rapids / Cambient Family Office, LLC
Cambient Family Office, LLC is an SEC-registered investment advisory firm in Ada, MI, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026.
Quick answers
From the filingHow is Cambient Family Office, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Cambient Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Cambient Family Office, LLC located?
Cambient Family Office, LLC's principal office is in Ada, MI, according to its Form ADV.
Is Cambient Family Office, LLC registered with the SEC or a state?
Cambient Family Office, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335128.
How much does Cambient Family Office, LLC manage?
Cambient Family Office, LLC reports $857,939,726 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (91% discretionary).
How have Cambient Family Office, LLC's assets and staff changed since 2025?
In the Form ADV data for Cambient Family Office, LLC: Regulatory assets under management: $668,824,000 in the October 2025 data and $857,939,726 in the October 2026 data, up 28%. Total employees: 6 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Cambient Family Office, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (172); corporations or other businesses not listed above (20); charitable organizations (6).
Which custodians does Cambient Family Office, LLC use?
Cambient Family Office, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Cambient Family Office, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335128
Does Cambient Family Office, LLC state an account minimum?
Its Form ADV Part 2A brochure dated July 16, 2026 says: "Cambient generally does not impose a minimum relationship size. However, its services are tailored to high-net-worth families."
What changed in Cambient Family Office, LLC's recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in FL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Cambient generally does not impose a minimum relationship size. However, its services are tailored to high-net-worth families.
As stated in the firm's Form ADV Part 2A brochure dated July 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$857,939,726 as of October 2026, filing dated July 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 6. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $857,939,726 | 6 | July 16, 2026 |
| October 2025 | $668,824,000 | 6 | July 31, 2025 |
Regulatory assets under management: $668,824,000 in the October 2025 data and $857,939,726 in the October 2026 data, up 28%.
Total employees: 6 in October 2025 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in FL.
- April 2026
- Regulatory assets under management went from $668,824,000 to $857,939,726 (+28%).
- February 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Registered or notice-filed in TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Cambient Family Office, LLC (CRD 335128): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cambient-family-office-llc-ada-mi-335128