# Cambridge Trustee Advisors Inc

> Cambridge Trustee Advisors Inc is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 106149
- Filed as: CAMBRIDGE TRUSTEE ADVISORS INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/106149
- AdvisorCensus page: https://advisorcensus.com/firm/cambridge-trustee-advisors-inc-106149

## Quick answers

**How is Cambridge Trustee Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Cambridge Trustee Advisors Inc reports these compensation arrangements: a percentage of assets under its management.

**Is Cambridge Trustee Advisors Inc registered with the SEC or a state?**
Cambridge Trustee Advisors Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 106149.

**How much does Cambridge Trustee Advisors Inc manage?**
Cambridge Trustee Advisors Inc reports $55,710,743 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Cambridge Trustee Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); charitable organizations (14); high net worth individuals (8).

**Does Cambridge Trustee Advisors Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/106149

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $55,710,743
- Discretionary: $55,710,743
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $7,564,086 |
| High net worth individuals | 8 | $19,905,781 |
| Charitable organizations | 14 | $28,240,876 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cambridge Trustee Advisors Inc (CRD 106149): Form ADV filing data as of October 2026.