# 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.

- CRD: 112254
- Filed as: CAMBRIDGE FINANCIAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112254
- AdvisorCensus page: https://advisorcensus.com/firm/cambridge-financial-group-inc-columbus-oh-112254

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: $100,000

> The minimum account size is $100,000. There currently is no maximum.

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
- Fidelity Investments
- Morgan Stanley Wealth MGMT
- Securities America
- Stifel Nicolaus

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: $331,311,024
- Discretionary: $331,311,024
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 241 | $109,285,361 |
| High net worth individuals | 65 | $141,332,367 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $65,770,187 |
| Charitable organizations | 5 | $14,923,109 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1986 (40 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, PA, RI, TN, TX, UT, VA, VT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cfginc.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $227,355,708 | 6 | March 30, 2021 |
| October 2022 | $231,329,546 | 6 | March 15, 2022 |
| October 2023 | $176,594,232 | 6 | March 30, 2023 |
| October 2024 | $258,106,425 | 6 | March 18, 2024 |
| October 2025 | $315,164,434 | 6 | March 4, 2025 |
| October 2026 | $331,311,024 | 6 | March 19, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cambridge Financial Group, Inc. (CRD 112254): Form ADV filing data as of October 2026.