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Cambridge Capital Management, LLC

Cambridge Capital Management, LLC. CRD 110932

Cambridge Capital Management, LLC logo

CRD: 110932

Cambridge Capital Management, LLC

O'fallon, IL, 62269
6182063262
camcapmgt.com
$457.8M Total AUM
$421.8M Disc. AUM
19.8% 3Y CAGR
5 Employees
351 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Radial zenithSummit signal +more
Established Date
08-28-2008
Office Locations
1

Office Locations

781 Sunset Blvd Suite 100 O'fallon IL

About Cambridge Capital Management, LLC

Cambridge Capital Management is a fee-only, fiduciary wealth management firm providing customized investment management and financial planning (retirement, tax, estate, risk protection, education, charitable). It serves individuals and business owners, including an in-house financial wellness program for employers and employees. Independent and objective; custody with Charles Schwab.

Team overview

39 AVG AGE
$114.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
10.9 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Vector

Client Personas

Meridian pathway

Custodian

Timber legacy Quantum Peak atlas Value oak Meridian

Investment Themes

Value optima Peak element Vital summit

Investment Vehicles

Delta focus

Platform

Vital legacy

Services

Catalyst atlas Bridge quantum North focus Meridian ember Wave ember Fusion pioneer Meridian Vector momentum Ember quantum Fusion prime

Technology

Foundation Zenith ember Vector Peak

Owner & Executives

N

NATHANIEL WILLIAM KLITZING

Chief Compliance Officer, Managing Member, Wealth Advisor

CRD
#4658345
Ownership
75% or more
(655) 496-3771
vertex.north@zenithcapital.com
in linkedin.com/in/atlas-frontier

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Contacts

M

MATTHEW JOHN HAWK

Financial Advisor, General Partner

CRD
#5592737
(329) 740-1349
horizon.element@fusioncapital.com
in linkedin.com/in/capital-momentum
S

Samuel E Hopkins

Wealth Advisor

CRD
#6721949
(963) 788-2952
pathway.ember@pathwaycapital.com
in linkedin.com/in/beacon-frontier
W

Wave ridge

Timber summit timber

CRD
#54113
(814) 333-8941
ember.bridge@ridgecapital.com
in linkedin.com/in/legacy-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-18-2022
03-02-2023
02-21-2024
08-28-2025
02-18-2026
Category Assets AVG. Account size
Discretionary $421,790,909 $438,908
Non-Discretionary $36,020,384 $1,566,104
Total $457,811,293 $465,255

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Separately Managed Accounts

Total SMA Asset: $457,811,293

$457.8M Total SMA
Public Funds:
15.3%
Cash:
15.9%
Equity - Exchange:
26.1%
Municipal Bonds:
42.7%
Asset class Assets Assets %
Public Funds $398,087,408 15.3%
Cash $413,698,679 15.9%
Equity - Exchange $679,090,284 26.1%
Municipal Bonds $1,111,002,111 42.7%
Total $2,601,878,482 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
BEACON VITAL CREST VALUE TPGVG6NKC FRMAH 9.39% $119,825,558
CATALYST VITAL QUANTUM OPTIMA BEACON NPY13R8FN UTXKM 10.77% $106,554,269
EMBER PRIME FOCUS CATALYST EAGLE UWFNRPMMC OLM 5.50% $46,932,721
FUSION PIONEER PIONEER CREST DELTA CI570WVTQ UFMV 10.90% $87,060,539
OAK FRONTIER WAVE FOCUS UNISON 2OMEUH7N6 XFXME 10.17% $86,614,916
CATALYST MERIDIAN HARBOR TIMBER LMRNNEPQ3 ZVPT 12.02% $53,619,639
EAGLE MATRIX CAPITAL HORIZON IOTS42NL7 TKCMZ 4.66% $20,918,316
PATHWAY ATLAS CAPITAL PEAK MATRIX 9J71JBJBE LTDV 9.67% $36,793,909

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