Cambridge Advisors

What Cambridge Advisors does

Cambridge Advisors (legal entity: Cambridge Advisors Inc.) is presented across two inconsistent profiles in the source data: firmographic material characterizes it as an international family business advisory and family enterprise education consultancy founded in 1990 in Omaha, with 1-10 employees, while secondary data signals indicate an SEC-registered investment adviser with public 13F filings disclosing roughly $168.6 million in ETF portfolio positions. The holdings are concentrated in low-cost, liquid Vanguard ETFs spanning US equities (VOO at $90.5M, ~17.2% of disclosed holdings), domestic fixed income (BND at $54.1M, ~10.3%), international fixed income (BNDX at $14M), and developed international equities (VEA, position size not specified in the available data). The firm files 13F reports, indicating it meets the regulatory threshold for institutional investment manager status and operates within the SEC's regulatory framework for registered advisers.

The business model implied by the portfolio disclosure is fee-based asset management: the firm constructs diversified, multi-asset ETF portfolios on behalf of clients and earns management fees proportional to AUM. The portfolio rebalancing activity disclosed for Q4 2026 (reducing equity exposure in VOO and VEA while adding to BND and BNDX) suggests an active, tactical approach to asset allocation rather than purely passive buy-and-hold. There is no public pricing schedule, fee table, or customer count disclosed; the customer segment is identified in the data as institutional investors and wealth management clients seeking diversified ETF-based allocation, but no named clients, AUM by client, or contract terms are available. The firm is privately held with no public ticker, no parent company disclosed, no subsidiaries, and no management team information available in the source data. The company website (cambridgeadvisors.net) was not successfully loaded during data collection, so direct first-party content could not be verified.

Key data limitations: the input contains a material identity conflict between a 1990-founded family business advisory consultancy and a SEC-registered investment adviser with multi-million-dollar ETF positions; it is unclear whether these refer to the same entity, two related entities under common branding, or a data aggregation error. No product launches, partnerships, M&A, leadership changes, or strategic announcements are available beyond the single quarter of portfolio rebalancing, making any deeper strategic or competitive assessment necessarily provisional.

Name

Cambridge Advisors

Legal name

Cambridge Advisors Inc.

Website

https://cambridgeadvisors.net

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Short description

Cambridge Advisors Inc. is a privately held, SEC-registered investment adviser based in Omaha that manages diversified ETF portfolios (Vanguard VOO, VEA, BND, BNDX) totaling approximately $168.6M in disclosed holdings for institutional and wealth management clients, while firmographic data alternatively describes it as a family business advisory consultancy founded in 1990.

Ownership category

akta.pro rank

Product category

Family Business Advisory Services

NAICS

Management Consulting Services (54161), Portfolio Management and Investment Advice (523940), Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282), Services-Educational Services (8200)

akta.pro primary industry

Family Business & Succession Advisory (FSAAADAL)

akta.pro secondary industries

Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Corporate Strategy Advisory (BPAHADAA)

Keywords

• Family business advisory
• Family enterprise education
• Succession planning consulting
• Family governance advisory
• Business education consultancy

Headquarters

HQ city

Omaha

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel

Core offering

Cambridge Advisors is a boutique consultancy that advises international family businesses and delivers family enterprise education programs. The firm works with owners and leadership of family enterprises on advisory engagements and structured educational offerings, drawing on three decades of operating history in this niche.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Business Advisory Advisory services for international family-owned businesses and family enterprises, covering governance, continuity, and family enterprise matters. Targeted at owners, next-generation leaders, and governance bodies of family firms.
• Family Enterprise Education Structured educational programs for family enterprises, intended to develop family member and leadership capability around family enterprise topics. Targeted at family business owners, next-generation members, and family governance participants.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves1 record

Emerging players

• Palladium – Family Business Advisors: Boutique consultancy working with family enterprises on strategy, governance, and next-generation leadership. Comparable as a specialist advisory peer.
• Family Business Institute: Education and advisory provider for family businesses, offering workshops, succession planning, and family council facilitation. Comparable on the family enterprise education side of the offering.

Regional players

• True North Advisors: Registered investment advisor serving families and foundations with portfolio management and wealth planning. Comparable as a small-to-mid RIA with both investment and family advisory services, though primarily US-focused.

Direct peers

• Cambridge Family Enterprise Group: Specialist family enterprise advisory and education firm serving multi-generational business families globally. Closely comparable in mission (family business advisory + education), and notably name-adjacent to Cambridge Advisors.
• The Family Business Consulting Group: Boutique consultancy focused exclusively on advising family businesses on succession, governance, and next-generation development. Directly comparable service offering to Cambridge Advisors.
• Lansberg Gersick & Associates: Niche advisory firm specializing in family enterprise governance, succession, and family systems work. Comparable as a small specialist consultancy competing for similar family-principal clients.

Broad incumbents

• Family Office Exchange (FOX): Established membership and advisory platform serving single-family offices globally. Comparable because it serves the same family-principal buyer with both peer learning and advisory services.
• KPMG Private Enterprise – Family Business: Big Four practice dedicated to family enterprise advisory, succession, and tax. Comparable as a competing provider of family business advisory services, though at much larger scale.
• Deloitte Private – Family Enterprise Services: Deloitte's family enterprise practice advising ultra-high-net-worth families on succession, governance, and wealth planning. Comparable end-market buyer but with very different scale and breadth.

Others

• Tiger21: Peer membership organization for high-net-worth investors offering portfolio defense and education. Comparable as an adjacent education/community provider competing for the same UHNW family audience.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/248618

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cambridge Advisors