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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha vectorRadial +more
- Established Date
- 12-17-2001
- Office Locations
- 1
Office Locations
About Cambridge Financial Group, LLC
Cambridge Financial Group, LLC is a Tucson-based, fee-only RIA providing holistic financial planning and investment management for individuals and families nationwide via virtual service. The team of CFP professionals (many also Enrolled Agents) emphasizes values-aligned planning, tax strategy, cash-flow/debt and stock option planning alongside diversified portfolios using funds and ETFs. Founder Penny Marchand is a NAPFA member and founding leader of the Alliance of Comprehensive Planners; custody includes Schwab.
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Owner & Executives
ALICIA GABRIELLE klein
Managing Member, Senior Advisor
- CRD
- #6148943
- Ownership
- 25% but less than 50%
COLE JUSTIN MCCLARREN
Senior Advisor
- CRD
- #6278760
- Ownership
- 25% but less than 50%
Insight foundation
Meridian frontier timber
- CRD
- #93928
- Ownership
- 24.6%
Showing 2 of 4 owners & executives
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Daniel Nikolai Cossette
Lead Advisor
- CRD
- #7478100
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $645,804,007 | $466,959 |
| Non-Discretionary | $0 | -- |
| Total | $645,804,007 | $466,959 |
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Separately Managed Accounts
Total SMA Asset: $645,804,007
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,560,995,479 | 23.8% |
| U.S. Government/Agency | $498,469,145 | 7.6% |
| Cash | $1,075,643,944 | 16.4% |
| Equity - Exchange | $1,482,289,825 | 22.6% |
| Corporate - Investment Grade | $734,586,108 | 11.2% |
| Municipal Bonds | $1,206,820,034 | 18.4% |
| Total | $6,558,804,535 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM RIDGE | OAK NORTH | C2YL0P4V0 | NAUOF | 3.26% | $62,784,822 |
| VITAL ZENITH FOUNDATION | QUANTUM MERIDIAN | XRKO3822F | ZUTOS | 5.51% | $50,223,915 |
| CATALYST LEGACY VERTEX | PATHWAY VALUE | 42QF6L3ZQ | RRPVM | 3.00% | $81,492,437 |
| LEGACY PATHWAY | ELEMENT FOCUS | IG2H69N6G | KWW | 3.01% | $105,869,212 |
| TIMBER QUANTUM | GLACIER FOUNDATION | GM49Y83F6 | DYN | 3.81% | $52,324,077 |
| MATRIX PIONEER PEAK | FOUNDATION PRIME | QSQQFFDR3 | UWN | 9.16% | $68,233,916 |
| LEGACY OAK | SUMMIT RADIAL | XZ9670WPS | KCP | 11.75% | $31,472,083 |
| HORIZON OAK | RADIAL HORIZON | 46MTX5NY4 | VNSL | 8.74% | $21,271,059 |