# CAMBRIDGE FINANCIAL GROUP, LLC

CAMBRIDGE FINANCIAL GROUP, LLC of TUCSON, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 117428
- Type: SEC-registered investment adviser
- SEC file number: 801-110472
- Location: 6700 N. ORACLE RD., SUITE 324, TUCSON, AZ, 85704
- Phone: 520-531-0550
- Latest filing: 2026-04-28
- Regulatory AUM: $645.8M
- Discretionary AUM: $645.8M
- Clients: 10
- Accounts: 1,383

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Penny Boone Marchand | MEMBER | — |
| Alicia Gabrielle Klein | MANAGING MEMBER | — |
| Cole Justin Mcclarren | MEMBER | — |
| Bonnie Carole Courtney | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Brandon Ray Hodgeson | MEMBER | — |
| MARCHAND PENNY BOONE | MANAGING MEMBER; MANAGING MEMBER/ CCO; MEMBER | — |
| klein ALICIA GABRIELLE | MANAGING MEMBER; MEMBER | — |
| MCCLARREN COLE JUSTIN | MEMBER | — |
| COURTNEY BONNIE CAROLE | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| HODGESON BRANDON RAY | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117428/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117428/similar
- Related entities: https://search.stillhousedata.com/firm/117428/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117428

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.