Cambridge Advisors, Llc
- Regulatory AUM
- $46.5M
- Discretionary
- $37.6M
- Clients
- 61
- Avg AUM / client
- $763K
- Accounts
- 264
- Employees
- 1
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) | 32 | $8.1M | 17.5% |
| High net worth individuals | 23 | $32.5M | 69.8% |
| Pension and profit sharing plans | 5 | $3.3M | 7.01% |
| Other | 1 | $2.7M | 5.74% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott M Mccarthy | President/ Chief Compliance Officer / Trustee | CFP | May 2011 (15y) | ≈ 56.25% – 100% via Mccarthy Family Irrevocable Trust |
| Pohle, Kevin, Lee | Trustee | Nov 2012 (14y) | ≈ 56.25% – 100% via Mccarthy Family Irrevocable Trust |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mccarthy Family Irrevocable Trust | Non Voting Member | Dec 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Scott M Mccarthy: 75% – 100% of Mccarthy Family Irrevocable Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Pohle, Kevin, Lee: 75% – 100% of Mccarthy Family Irrevocable Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 | 1000 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $38.0M (82% of AUM) Mar 2026
- Ira Services Trust Company $4.6M (13% of AUM) Mar 2021
- Forge Trust $1.6M (4% of AUM) Mar 2025
- Millennium Trust Company, Llc $329K (1% of AUM) Apr 2023
- Inspira Financial $2.7K (0% of AUM) Mar 2025
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: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗