CAMBRIDGE ADVISORS, LLC

CAMBRIDGE ADVISORS, LLC of WILLIAMSVILLE, NY is an SEC-registered investment adviser (CRD 158928). Regulatory assets under management: $46.5M.

Registration

• CRD: 158928
• SEC file number: 801-114340
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158928 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search