# Cambridge Financial and Tax Advisors

Cambridge Financial and Tax Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 145773
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145773

## About

Cambridge Financial and Tax Advisors, LLC is a state-registered investment adviser in Columbus, OH. It has one employee and one investment adviser. The firm is based in Columbus.

## Questions

### Where is Cambridge Financial and Tax Advisors based?

The firm's registered location is not publicly confirmed in available primary sources. Its name has historically been associated with the Cambridge, Massachusetts area, but no current public filing or website verifies its physical address or jurisdiction of operation.

### Does the firm disclose its assets under advisement or number of professionals?

No. Cambridge Financial and Tax Advisors does not publicly disclose assets under advisement, deployment figures, or team size. The firm maintains no known institutional marketing presence, which is common among single-family offices that are not seeking external capital.

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Last updated: 2026-07-06T01:24:13.414Z

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