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Cambridge Financial Group, Inc.

Cambridge Financial Group, Inc.. CRD 112254

Cambridge Financial Group, Inc. logo

CRD: 112254

Cambridge Financial Group, Inc.

Columbus, OH, 43220
6144571530
cfginc.net
$331.3M Total AUM
$331.3M Disc. AUM
24.1% 3Y CAGR
6 Employees
626 ADV. Clients
40 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · Stifel
Clients
Retail and Institutional
Platforms
--
Established Date
03-14-1986
Office Locations
1

Office Locations

4100 Horizons Drive Suite 200 Columbus OH

About Cambridge Financial Group, Inc.

Cambridge Financial Group, Inc. is an SEC-registered RIA founded in 1986 serving retail and institutional investors. CFG provides investment consulting and discretionary portfolio management, using quantitative disciplines with defined buy/sell parameters. Its core equity approach blends price momentum and value investing to target stocks with rapidly rising prices, with portfolios implemented largely using ETFs.

Team overview

45 AVG AGE
$110.4M AVG AUM / ADVISOR
$529.3K AVG AUM / CLIENT
23.5 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
40yrs Firm Age

Insights

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Asset Classes

North Harbor Capital pathway Matrix wave Meridian focus Ember value

Investment Themes

Insight

Investment Vehicles

North harbor

Services

Horizon crest Zenith capital Value Pathway Wave catalyst Catalyst

Owner & Executives

G

GREGORY JOSEPH BAUER

Chairman, Chief Compliance Officer, DIRECTOR, MANAGING DIRECTOR, TREASURER

CRD
#2251105
Ownership
50% but less than 75%
(223) 976-3624
meridian.glacier@timbercapital.com
in linkedin.com/in/matrix-beacon
E

EARL VERNON NEWSOME JR

DIRECTOR, Managing Director, President, Secretary

CRD
#1209317
Ownership
50% but less than 75%
(747) 231-5261
focus.timber@pioneercapital.com
in linkedin.com/in/zenith-ridge

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Contacts

BRADLEY JOSEPH BAUER

BRADLEY JOSEPH BAUER

Vice President

CRD
#6042211
(577) 780-2184
delta.oak@beaconcapital.com
in linkedin.com/in/vital-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-15-2022
03-30-2023
03-18-2024
03-04-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $331,311,024 $1,041,859
Non-Discretionary $0 --
Total $331,311,024 $1,041,859

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Separately Managed Accounts

Total SMA Asset: $331,311,024

$331.3M Total SMA
Equity - Exchange:
34.0%
U.S. Government/Agency:
17.2%
Cash:
48.8%
Asset class Assets Assets %
Equity - Exchange $1,280,496,468 34.0%
U.S. Government/Agency $647,780,566 17.2%
Cash $1,837,889,047 48.8%
Total $3,766,166,081 100.0%

13F Holdings | Q1 2025

Issuer Class Cusip Ticker % Value
TIMBER VERTEX HORIZON RIDGE ENPER2CNG VNH 10.57% $103,090,811
FOUNDATION MERIDIAN PEAK LEGACY HORIZON 69W8BB21F GRNBK 5.55% $62,981,101
ATLAS ELEMENT CREST ATLAS 1Z6VT1ESB NARJ 1.06% $110,032,332
NORTH UNISON ZENITH PATHWAY RADIAL 4WIVFS6U5 SIJ 11.05% $48,968,594
PRIME CAPITAL EMBER MOMENTUM DQ0GUQ43A YWVZW 9.74% $111,368,042
FRONTIER PIONEER RADIAL FUSION VITAL F6Q5SHG2L LJX 3.03% $8,436,051
ALPHA QUANTUM BRIDGE PEAK MOMENTUM 6AIOAZ81L ZGD 7.94% $13,693,407
UNISON RADIAL SUMMIT VITAL FOCUS FBOV92O4I EOR 1.35% $26,880,528

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