This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal timber
- Established Date
- 02-16-1990
- Office Locations
- 1
Office Locations
About Cambridge Advisors INC
Cambridge Advisors Inc. is an Omaha-based fiduciary RIA providing goals-based financial planning and risk-tailored investment management through its Personalized A.I.M. System. The team focuses on highly customized, adaptable strategies built around each client’s financial picture and life changes, with ongoing monitoring and portfolio risk reviews. Advisors intentionally limit client relationships to preserve high-touch service; primary custodian includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LORI LYNN LIFFRING
Advisor, Chairman, Chief Compliance Officer, President, TREASURER
- CRD
- #2429162
- Ownership
- 50% but less than 75%
JUSTIN SLADE ANDERSON
Advisor, VICE PRESIDENT
- CRD
- #4575428
- Ownership
- 25% but less than 50%
Ridge value
Catalyst legacy alpha
- CRD
- #95630
- Ownership
- 9.5%
Showing 2 of 3 owners & executives
Unlock allContacts
JONATHAN MARK SPANGLER
Advisor
- CRD
- #5485718
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $669,745,182 | $914,952 |
| Non-Discretionary | $23,766,407 | $252,834 |
| Total | $693,511,589 | $839,602 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $693,511,589
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,723,257,982 | 24.4% |
| Equity - Exchange | $1,553,757,197 | 22.0% |
| Cash | $2,055,197,020 | 29.1% |
| U.S. Government/Agency | $1,730,320,516 | 24.5% |
| Total | $7,062,532,715 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL PATHWAY GLACIER | QUANTUM BEACON | 388C7MXSL | JFWQ | 1.48% | $34,886,337 |
| CAPITAL FRONTIER | NORTH BRIDGE | VLCN7AD8E | WII | 9.12% | $34,962,384 |
| BEACON EAGLE | BRIDGE FOUNDATION | J3S583KOL | UED | 4.46% | $118,943,076 |
| PEAK OPTIMA | DELTA EAGLE | T6Q6XVN6T | YRWKK | 6.83% | $28,180,317 |
| GLACIER VITAL EAGLE | TIMBER ELEMENT | 3HCYVRT6T | XXJP | 6.87% | $92,852,835 |
| PIONEER VECTOR MATRIX | DELTA ALPHA | H660H4H2E | YGRI | 1.77% | $41,966,264 |
| VALUE MERIDIAN | ELEMENT OAK | MJ3IG4NED | RGQI | 5.47% | $91,104,255 |
| VALUE CATALYST | HORIZON QUANTUM | RSQGEKUQW | XEYCU | 10.24% | $75,140,983 |