Cambridge Financial Services, Llc
State-registered
Broker-Dealer (Dually Registered) · Boutique (under $100M)
CRD 284612
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· WWW.CFSINVEST.COM
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ADV data as of May 28, 2025
- Regulatory AUM
- $5.0M
- Discretionary
- $5.0M
- Clients
- 52
- Avg AUM / client
- $96.2K
- Accounts
- 52
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 52 | $5.0M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert John Cryts | Registered representative | Dec 2016 (10y) |
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) | 05/28/2025 | 983 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
Services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2025.
View current Form ADV (SEC/IAPD) ↗