Cambridge Financial Group, Llc
- Regulatory AUM
- $646M
- Discretionary
- $646M
- Clients
- 293
- Avg AUM / client
- $2.2M
- Accounts
- 1,383
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 127 | $61.0M | 9.45% |
| High net worth individuals | 166 | $585M | 90.6% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marchand, Penny, Boone | Member | Oct 2001 (25y) | 10% – 25% | |
| Alicia Gabrielle Klein | Managing Member | CFP | Mar 2013 (13y) | 25% – 50% |
| Cole Justin Mcclarren | Member | Feb 2014 (12y) | 10% – 25% | |
| Brandon Ray Hodgeson | Member | CFP | Oct 2017 (9y) | Less than 5% |
| Bonnie Carole Courtney | Member, Chief Compliance Officer | Oct 2017 (9y) | 10% – 25% | |
| Daniel Nikolai Cossette | Registered representative | CFP | Feb 2025 (2y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
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) | 04/28/2026 | 909 KB | 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
- • Fixed fees
- • Other fees
- • % OF INCOME
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $646M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗