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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-31-2015
- Office Locations
- 1
Office Locations
About Cambyses Financial Advisors
Cambyses Financial Advisors (North Hollywood, CA) provides investment advisory, portfolio management, and comprehensive wealth, retirement, and trust/estate planning for individuals, businesses, and donors, including support for private foundations and charitable trusts. Portfolios are primarily ETF-based, and the firm maintains initiative/review programs on emerging innovation themes (AI, quantum computing, space commerce, clean energy) alongside a long-running sustainable philanthropy practice.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $191.0K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on June 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cambyses Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN JOHN ROY
COMPLIANCE OFFICER, Investment Advisor, Managing Member
- CRD
- #6499051
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,820,265 | -- |
| Total | $3,820,265 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cambyses Financial Advisors has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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