# Cambridge Financial Advisors

Cambridge Financial Advisors is a Private Equity based in Salida, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Salida, United States
- **Region:** North America
- **Address:** Salida, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** www.cambridgefinancialadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/cambridge-financial-advisors

## Regulatory record

- **CRD number:** 118314
- **SEC file number:** 801-129597
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118314

## About

Cambridge Financial Advisors, LLC is a comprehensive fee-only financial planning firm that helps clients create and manage wealth. The firm’s goal is to help people make smart financial decisions so they can accomplish their goals. It is an investment advisor firm with its principal place of business in Colorado and serves clients through offices in Colorado and Kentucky.

## Sectors

- Private Equity

## People

- Robin Bess
- Pete Gabriel
- Joel Fay

## Related profiles

- [Cambridge Enterprise](https://altss.com/profile/cambridge-enterprise)
- [Cambridge Innovation Capital](https://altss.com/profile/cambridge-innovation-capital)

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Last updated: 2026-08-11T15:06:20.694Z

Canonical page: https://altss.com/profile/cambridge-financial-advisors

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