# CAMBRIDGE ADVISORS, LLC

CAMBRIDGE ADVISORS, LLC of WILLIAMSVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 158928
- Type: SEC-registered investment adviser
- SEC file number: 801-114340
- Location: 6225 SHERIDAN DRIVE SUITE 102, WILLIAMSVILLE, NY, 14221-5806
- Phone: 716-932-7270
- Latest filing: 2026-03-19
- Regulatory AUM: $46.5M
- Discretionary AUM: $37.6M
- Non-discretionary AUM: $8.9M
- Clients: 1
- Accounts: 264

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Scott M Mccarthy | PRESIDENT/ CHIEF COMPLIANCE OFFICER / TRUSTEE | — |
| Scott Michael Mccarthy | TRUSTEE | — |
| Kevin Lee Pohle | TRUSTEE | — |
| MCCARTHY JOHN MICHAEL | MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE; TRUSTEE | — |
| MCCARTHY SCOTT M | PRESIDENT/ CHIEF COMPLIANCE OFFICER / TRUSTEE | — |
| POHLE KEVIN LEE | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158928/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158928/similar
- Related entities: https://search.stillhousedata.com/firm/158928/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158928

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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.