# Cambridge Capital Management, LLC

> Cambridge Capital Management, LLC is an SEC-registered investment advisory firm in O'Fallon, IL, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 110932
- Filed as: CAMBRIDGE CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: O'Fallon, IL
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110932
- AdvisorCensus page: https://advisorcensus.com/firm/cambridge-capital-management-llc-o-fallon-il-110932

## Quick answers

**How is Cambridge Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cambridge Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Cambridge Capital Management, LLC located?**
Cambridge Capital Management, LLC's principal office is in O'Fallon, IL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Cambridge Capital Management, LLC registered with the SEC or a state?**
Cambridge Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 110932.

**How much does Cambridge Capital Management, LLC manage?**
Cambridge Capital Management, LLC reports $457,811,293 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (92% discretionary).

**How have Cambridge Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Cambridge Capital Management, LLC: Regulatory assets under management: $243,789,297 in the October 2021 data and $457,811,293 in the October 2026 data, up 88%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cambridge Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (227); high net worth individuals (112); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Cambridge Capital Management, LLC use?**
Cambridge Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cambridge Capital Management, 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/110932

**Does Cambridge Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "We require a minimum of $500,000 in assets under management to establish an account with us. However, at our sole discretion, we may grant an exception to this minimum based upon a client’s history and relationship with Advisor as well as other current or anticipated advisory services provided by us to the client."

**What changed in Cambridge Capital Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $385,162,277 to $457,811,293 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> We require a minimum of $500,000 in assets under management to establish an account with us. However, at our sole discretion, we may grant an exception to this minimum based upon a client’s history and relationship with Advisor as well as other current or anticipated advisory services provided by us to the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $457,811,293
- Discretionary: $421,790,909
- Non-discretionary: $36,020,384

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 227 | $76,266,609 |
| High net worth individuals | 112 | $353,007,348 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $24,396,024 |
| Charitable organizations | 3 | $4,141,312 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2014 (12 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- St. Louis, MO

### Websites listed on Form ADV (Item 1.I)
- camcapmgt.com
- Facebook @CAMCAPMGT
- LinkedIn @CAMBRIDGE-CAPITAL-MANAGEMENT-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $243,789,297 | 5 | March 8, 2021 |
| October 2022 | $295,329,278 | 5 | February 18, 2022 |
| October 2023 | $270,123,194 | 5 | March 2, 2023 |
| October 2024 | $325,060,664 | 5 | February 21, 2024 |
| October 2025 | $385,162,277 | 5 | February 14, 2025 |
| October 2026 | $457,811,293 | 5 | February 18, 2026 |

Regulatory assets under management: $243,789,297 in the October 2021 data and $457,811,293 in the October 2026 data, up 88%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $385,162,277 to $457,811,293 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cambridge Capital Management, LLC (CRD 110932): Form ADV filing data as of October 2026.