Cambridge Financial Group, Inc.
- Regulatory AUM
- $331M
- Discretionary
- $331M
- Clients
- 318
- Avg AUM / client
- $1.0M
- Accounts
- 318
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 241 | $109M | 33.0% |
| High net worth individuals | 65 | $141M | 42.7% |
| Pension and profit sharing plans | 7 | $65.8M | 19.9% |
| Charitable organizations | 5 | $14.9M | 4.5% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Joseph Bauer | Chairman, Treasurer, Director, Chief Compliance Officer | Jan 1986 (41y) | 50% – 75% | |
| Earl Vernon Newsome | President, Secretary, Director | Oct 1991 (35y) | 50% – 75% | |
| Bradley Joseph Bauer | Registered representative | Mar 2012 (14y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Stifel Nicolaus $50.2M (15% of AUM) Mar 2026
- Securities America $42.9M (13% of AUM) Mar 2026
- Charles Schwab & Co. $37.1M (11% of AUM) Mar 2026
- Fidelity Investments $32.4M (10% of AUM) Mar 2026
- Morgan Stanley $21.3M (6% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗