Cambridge Financial Group, LLC
● SEC registered since 2017CRD 117428SEC# 801-110472Tucson, AZ
Reg. AUM
$645.8M
Employees
10
Accounts
1,383
Location
Tucson, AZ
Cambridge Financial Group, LLC assets under management
Cambridge Financial Group, LLC is an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2017. It reports $645.8 million in regulatory assets under management and employs 10 people.
Cambridge Financial Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alicia Gabrielle Klein Control | Managing Member | 25-50% | 2018 |
| Bonnie Carole Courtney Control | Member, Chief Compliance Officer | 10-25% | 2021 |
| Brandon Ray Hodgeson | Member | 5-10% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cambridge Financial Group, LLC manage?
Cambridge Financial Group, LLC reports $645.8 million in regulatory assets under management on its Form ADV.
How many employees does Cambridge Financial Group, LLC have?
Cambridge Financial Group, LLC reports 10 employees.
Where is Cambridge Financial Group, LLC located?
Cambridge Financial Group, LLC is based in Tucson, AZ and has been SEC-registered since 2017.
Does Cambridge Financial Group, LLC disclose fund performance?
Cambridge Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6700 N. Oracle Rd., Suite 324, Tucson, AZ 85704 |
| Phone | 520-531-0550 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$645.8M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$645.8Mregulatory AUM
Discretionary $645.8M