# Cambridge Financial Group

Cambridge Financial Group is a Bank / Wealth / Trust based in Tucson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tucson, United States
- **Region:** North America
- **Address:** Tucson, AZ, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** cambridgefinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/cambridge-financial-group-llc

## Regulatory record

- **CRD number:** 117428
- **SEC file number:** 801-110472
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-28T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117428

## About

Cambridge Financial Group was established in 2001 as an Arizona-chartered registered investment advisor headquartered in Tucson. The firm was built to serve the local high-net-worth community — business owners, retirees, and multi-generational families — who required consolidated wealth management unaffiliated with the large bank trust departments dominating the region at the time. No single wealth-origin family is publicly associated with the firm's founding, and it has not disclosed a single controlling principal. The firm manages discretionary portfolios across equities, fixed income, and cash equivalents, with an implementation approach that relies on individual security selection and laddered bond portfolios rather than packaged fund products. Cambridge constructs customized allocations based on client liquidity needs and tax circumstances — a methodology that points toward municipal bond management as a core competency given its Arizona client base. The firm does not publicly disclose participation in private equity, venture capital, real estate syndications, or alternative credit. Its geographic footprint is concentrated in Southern Arizona. The firm has not published team headcount, aggregate AUM, or total client engagements. It does not maintain additional offices, adjacent philanthropic vehicles, or co-investor club memberships that are publicly verifiable. No regulatory filings or press reports from the last 24 months document a leadership transition, vehicle launch, or major asset migration. The structural differentiator for Cambridge Financial Group is its posture as a fully independent RIA in a mid-sized Arizona market — a position that subjects it to the fiduciary standard under the Investment Advisers Act of 1940 while allowing it to serve as a direct purchaser of securities without the intermediation of a broker-dealer or a home office product shelf. This architecture requires scale and custodial relationships that the firm has chosen not to describe publicly.

## Questions

### What is the firm's regulatory obligation to its clients?

As a registered investment advisor, Cambridge Financial Group is held to the fiduciary standard under the Investment Advisers Act of 1940, meaning it is legally obligated to put its clients' interests ahead of its own. This differentiates it from broker-dealers, who operate under a suitability standard. The firm's Form ADV, filed publicly with the regulator, will detail its fee schedule and potential conflicts of interest.

## Related profiles

- [Callahan Capital Management](https://altss.com/profile/callahan-capital-management)
- [Cambridge Trust Company](https://altss.com/profile/cambridge-trust-company)

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Last updated: 2026-06-03T20:00:00.000Z

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