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They include 172 high-net-worth individuals, 20 corporations and other businesses, and 6 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cambient Family Office offer?","answer":"Cambient Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cambient Family Office charge?","answer":"Cambient Family Office charges 0.50%–1.50% a year for its Wealth Management Wrap Fee. The fee is billed in arrears and is negotiable.","source":"CAMBIENT WRAP BROCHURE 7.16.2026, filed 16 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cambient Family Office use?","answer":"Cambient Family Office’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $858M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cambient Family Office have?","answer":"Cambient Family Office has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cambient Family Office invest in?","answer":"At the end of its last fiscal year, Cambient Family Office’s separately managed accounts held 84% exchange-traded equities, 6% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% state and local bonds, 1% U.S. government and agency bonds and 1% other. 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