AdvisorCensus / Financial advisors / Ohio / Columbus / Cambridge Financial Group, Inc.
Cambridge Financial Group, Inc. is an SEC-registered investment advisory firm in Columbus, OH, registered since 1986, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Cambridge Financial Group, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Cambridge Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management.
Where is Cambridge Financial Group, Inc. located?
Cambridge Financial Group, Inc.'s principal office is in Columbus, OH, according to its Form ADV.
Is Cambridge Financial Group, Inc. registered with the SEC or a state?
Cambridge Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 112254.
How much does Cambridge Financial Group, Inc. manage?
Cambridge Financial Group, Inc. reports $331,311,024 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).
How have Cambridge Financial Group, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Cambridge Financial Group, Inc.: Regulatory assets under management: $227,355,708 in the October 2021 data and $331,311,024 in the October 2026 data, up 46%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Cambridge Financial Group, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (241); high net worth individuals (65); pension and profit sharing plans (but not the plan participants or government pension plans) (7).
Which custodians does Cambridge Financial Group, Inc. use?
Cambridge Financial Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab, Fidelity Investments, Morgan Stanley Wealth MGMT, Securities America and Stifel Nicolaus as custodians holding 10% or more of its separately managed account assets.
Does Cambridge Financial Group, Inc. 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/112254
Does Cambridge Financial Group, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 19, 2026 says: "The minimum account size is $100,000. There currently is no maximum."
What changed in Cambridge Financial Group, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Registered or notice-filed in MT.
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
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: $100,000
The brochure's wording
The minimum account size is $100,000. There currently is no maximum.
As stated in the firm's Form ADV Part 2A brochure dated March 19, 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$331,311,024 as of October 2026, filing dated March 19, 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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1986 (40 years)
- 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
-
33 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 | $331,311,024 | 6 | March 19, 2026 |
| October 2025 | $315,164,434 | 6 | March 4, 2025 |
| October 2024 | $258,106,425 | 6 | March 18, 2024 |
| October 2023 | $176,594,232 | 6 | March 30, 2023 |
| October 2022 | $231,329,546 | 6 | March 15, 2022 |
| October 2021 | $227,355,708 | 6 | March 30, 2021 |
Regulatory assets under management: $227,355,708 in the October 2021 data and $331,311,024 in the October 2026 data, up 46%.
Total employees: 6 in October 2021 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- April 2026
- Registered or notice-filed in MT.
- January 2026
- No longer registered or notice-filed in WI.
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. Cambridge Financial Group, Inc. (CRD 112254): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cambridge-financial-group-inc-columbus-oh-112254