Cambridge Advisors, LLC
● SEC registered since 2018CRD 158928SEC# 801-114340Williamsville, NY
Reg. AUM
$46.5M
Employees
1
Accounts
264
Location
Williamsville, NY
Cambridge Advisors, LLC assets under management
Cambridge Advisors, LLC is an SEC-registered investment adviser based in Williamsville, NY. The firm has been registered since 2018. It reports $46.5 million in regulatory assets under management and employs 1 people.
Cambridge Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Lee Pohle | Trustee | Under 5% | 2012 |
| McCarthy Family Irrevocable Trust | Non-Voting Member | Over 75% | 2012 |
| Scott M McCarthy Control | President/ Chief Compliance Officer / Trustee | Under 5% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Cambridge Advisors, LLC manage?
Cambridge Advisors, LLC reports $46.5 million in regulatory assets under management on its Form ADV.
How many employees does Cambridge Advisors, LLC have?
Cambridge Advisors, LLC reports 1 employees.
Where is Cambridge Advisors, LLC located?
Cambridge Advisors, LLC is based in Williamsville, NY and has been SEC-registered since 2018.
Does Cambridge Advisors, LLC disclose fund performance?
Cambridge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6225 Sheridan Drive Suite 102, Williamsville, NY 14221-5806 |
| Phone | 716-932-7270 |
| Fax | 716-932-7287 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$46.5M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$46.5Mregulatory AUM
Discretionary $37.6MNon-discretionary $8.9M