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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 4, 2025 and March 19, 2026, reported AUM increased 11.5%, from $622.0M to $693.5M.
Across 5 reported observations, AUM increased 11.6% between March 22, 2022 and March 19, 2026, from $621.6M to $693.5M.
Of the latest reported AUM, 96.6% is discretionary and 3.4% is non-discretionary.
The firm reports 6 advisory representatives and 289 clients, or 48.2 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 36 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cambridge Advisors INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
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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 |
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Separately Managed Accounts
SMA allocation detail is available
Cambridge Advisors INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Cambridge Advisors INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.