$480.7M Total AUM
$480.7M Disc. AUM
-- 3Y CAGR
11 Employees
311 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-1999
- Office Locations
- 2
Office Locations
5090 N. 40th Street Suite 205 Phoenix AZ
-- Buffalo NY
About Eaton-Cambridge Inc.
Eaton-Cambridge Inc. is a Phoenix, AZ RIA serving retail and institutional clients, including entrepreneurs, with financial planning and portfolio construction alongside asset management, estate and insurance planning. Portfolios skew heavily to ETFs and mutual funds, and the firm primarily custodies with Charles Schwab.
Team overview
-- AVG AGE
$120.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
8.8 yrs AVG TENURE
11 Employees
4 Advisory Reps
4 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MARC T GIANNONE
Chief Compliance Officer, PARTNER, Wealth Advisor
- CRD
- #5781192
- Ownership
- 50% but less than 75%
Available
Available
Available
ROBERT RALPH KORLJAN
PARTNER
- CRD
- #2313014
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 4 owners & executives
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Brian Austin Hagan
Financial Consultant
- CRD
- #7664407
Available
Available
Available
L
Lukas Odden
Financial Planning Associate
- CRD
- #8119437
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $480,696,777 | $447,160 |
| Non-Discretionary | $0 | -- |
| Total | $480,696,777 | $447,160 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| 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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