This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Meridian legacySummit catalyst +more
- Established Date
- 04-02-2025
- Office Locations
- 1
Office Locations
About Cambient Family Office, LLC
Cambient Family Office is a registered investment advisor and multi-family office serving clients with complex financial lives. The firm delivers integrated wealth planning—tax-aware investment management, integrated planning, and concierge-level service—with a fiduciary, multigenerational stewardship focus. Portfolios are primarily ETF-based, and the firm supports clients through a Fidelity/NFS custodian relationship with Addepar and eMoney used for reporting and planning.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Andrew Harold Fabiano
Chief Investment Officer
- CRD
- #8098614
- Ownership
- 50% but less than 75%
Donna Zandee
TRUST ADVISOR
- CRD
- --
- Ownership
- 10% but less than 25%
Signal ridge
Pathway alpha
- CRD
- #61701
- Ownership
- 11.3%
Showing 2 of 6 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $781,161,688 | $3,027,758 |
| Non-Discretionary | $76,778,038 | $38,389,019 |
| Total | $857,939,726 | $3,299,768 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $857,939,726
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,369,345,616 | 19.0% |
| Public Funds | $1,073,855,246 | 14.9% |
| Cash | $1,145,926,068 | 15.9% |
| Municipal Bonds | $1,772,942,218 | 24.6% |
| Other | $1,434,209,355 | 19.9% |
| U.S. Government/Agency | $410,803,684 | 5.7% |
| Total | $7,207,082,187 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER FUSION | CAPITAL FUSION | UMF34FDXY | RKKYU | 10.89% | $72,085,767 |
| FOCUS ATLAS | PATHWAY ELEMENT | 9XRPLHRBT | GMW | 4.52% | $98,433,380 |
| RIDGE FOCUS FRONTIER | MATRIX HARBOR | N2DBDWNMP | XAJ | 9.27% | $89,801,099 |
| INSIGHT PRIME ZENITH | TIMBER ALPHA | YOYC6UEQ8 | LIOO | 9.45% | $30,008,575 |
| CAPITAL NORTH | MATRIX FOUNDATION | EW5QYZEJE | SPPQ | 5.31% | $44,083,987 |
| VERTEX PEAK DELTA | FOUNDATION GLACIER | HGIJHFHD1 | YFPA | 11.02% | $51,694,215 |
| ZENITH ZENITH | MOMENTUM NORTH | LRYVICJTK | EPJI | 11.94% | $50,427,742 |
| HARBOR CREST | CATALYST VALUE | Y7T21X3HH | IAQ | 3.28% | $24,447,458 |