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They include 143 high-net-worth individuals, 142 individual clients, and 19 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Eaton-Cambridge offer?","answer":"Eaton-Cambridge provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Eaton-Cambridge charge?","answer":"Eaton-Cambridge charges 0.50%–1.50% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $5,000 annual minimum and requires an account of at least $500,000.","source":"EATON-CAMBRIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 6 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Eaton-Cambridge use?","answer":"Eaton-Cambridge’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $473M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Eaton-Cambridge have?","answer":"Eaton-Cambridge has 4 investment adviser representatives registered with state securities authorities, out of 11 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Eaton-Cambridge invest in?","answer":"At the end of its last fiscal year, Eaton-Cambridge’s separately managed accounts held 69% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 2% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate 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":"Does Eaton-Cambridge have a minimum investment?","answer":"Yes, Eaton-Cambridge’s minimum account size for its Investment Advisory Services is $500K. It charges a $5K annual minimum fee.","source":"EATON-CAMBRIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 6 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Eaton-Cambridge?","answer":"Eaton-Cambridge’s direct owners are Robert Korljan (10% to 25%), Marc Giannone (50% to 75%) and Shawna Stapleton (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 12 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Eaton-Cambridge get paid?","answer":"Eaton-Cambridge is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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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."}