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The fee is billed in advance and is negotiable.","source":"CCM ADV PART 2A ANNUAL AMENDMENT V.02.12.26, filed 18 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cambridge Capital Management use?","answer":"Cambridge Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $420M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cambridge Capital Management have?","answer":"Cambridge Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 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 Capital Management invest in?","answer":"At the end of its last fiscal year, Cambridge Capital Management’s separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs), 1% exchange-traded equities, 1% state and local bonds and 1% cash and equivalents.","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 Capital Management?","answer":"Cambridge Capital Management’s direct owner is Nathaniel Klitzing (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cambridge Capital Management get paid?","answer":"Cambridge Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Cambridge Capital Management registered with the SEC?","answer":"Yes, Cambridge Capital Management has been registered with the SEC as an investment adviser since 25 August 2014. Its CRD number is 110932 and its SEC file number is 801-80162.","source":"Form ADV Part 1A, Item 1, filed 18 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Cambridge Capital Management?","answer":"Cambridge Capital Management’s main office is at 781 Sunset BLVD, Suite 100, O'Fallon, IL 62269. Its phone number is 618-206-3262. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}