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CAMBRIDGE CAPITAL MANAGEMENT, LLC
CRD 110932 · SEC 801-80162
781 SUNSET BLVD, SUITE 100, O'FALLON, IL, 62269, United States
Phone
618-206-3262
Fax
618-589-8989
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$457.8M
Discretionary AUM
$421.8M
Team
5 total employees; 4 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 227 | $76.3M |
| High net worth individuals | 112 | $353.0M |
| Pension/profit sharing plans | 4 | $24.4M |
| Charitable organizations | 3 | $4.1M |
States served
IL, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD