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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2012
- Office Locations
- 1
Office Locations
About Cambridge Advisors, LLC
Cambridge Advisors, LLC is a Williamsville, NY RIA providing financial planning and investment advisory services, emphasizing client education and a thorough evaluation of each client’s overall financial situation and goals. The firm also supports planning needs such as tax, estate, insurance, and business-succession considerations, and builds portfolios that may use ETFs and mutual funds with fixed income exposure. Assets are custodied at Charles Schwab.
Reported data analysis
What the numbers show
Between March 6, 2025 and March 19, 2026, reported AUM increased 9.1%, from $42.7M to $46.5M.
Across 5 reported observations, AUM increased 30.2% between March 23, 2022 and March 19, 2026, from $35.7M to $46.5M.
Of the latest reported AUM, 80.8% is discretionary and 19.2% is non-discretionary.
The firm reports 1 advisory representatives and 61 clients, or 61 clients per representative. That equates to $763.0K in reported AUM per client.
The profile lists 1 reported office location and 13 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
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- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
SCOTT M MCCARTHY
Chief Compliance Officer, President
- CRD
- #5084155
- Ownership
- Less than 5%
KEVIN LEE POHLE
President
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,612,290 | $151,053 |
| Non-Discretionary | $8,928,412 | $595,227 |
| Total | $46,540,702 | $176,291 |
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Separately Managed Accounts
SMA allocation detail is available
Cambridge Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
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Cambridge Advisors, LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.