Cambridge Wealth Advisors, Llc
- Regulatory AUM
- $237M
- Discretionary
- $9.3M
- Clients
- 24
- Avg AUM / client
- $9.9M
- Accounts
- 51
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $1.9M | 0.81% |
| High net worth individuals | Fewer than 5 clients | $9.9M | 4.18% |
| Pension and profit sharing plans | 18 | $225M | 95.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Capital City Home Loans 401(k) Plan Capital City Home Loans | 2025 | |
| C.W. Matthews Contracting Company, Inc. 401(k) Plan C.W. Matthews Contracting Company, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raymond Neal Cornelius | Chief Compliance Officer | Oct 2008 (18y) | 50% – 75% | |
| Robert Allen Noble | Managing Member | Jan 2009 (18y) | 50% – 75% |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Capital City Home Loans 401(k) Plan | Capital City Home Loans | 0 | $0 | 01/01/2025 |
| C.W. Matthews Contracting Company, Inc. 401(k) Plan | C.W. Matthews Contracting Company, Inc. | 1,747 | $94.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 858 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- TD Ameritrade $3.0M (2% of AUM) Apr 2022
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 03, 2026.
View current Form ADV (SEC/IAPD) ↗