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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cambridge Advisors have?","answer":"Cambridge Advisors has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 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 Cambridge Advisors invest in?","answer":"At the end of its last fiscal year, Cambridge Advisors’ separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 6% cash and equivalents and 2% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cambridge Advisors?","answer":"Cambridge Advisors’ direct owners are Lori Liffring (50% to 75%), Michael Bridgman (25% to 50%) and Justin Anderson (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cambridge Advisors get paid?","answer":"Cambridge Advisors is paid through a percentage of assets under management and fixed fees. 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