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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.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Platform
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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