A complete list of active advisors currently associated with Cambient Family Office, LLC

Warmer can help you find a great advisor at Cambient Family Office, LLC or one who fits your needs even better.

Cambient Family Office provides wealth management and family office services primarily to high‑net‑worth and ultra‑high‑net‑worth individuals, families, trusts, estates, charitable organizations and businesses. The firm offers discretionary portfolio management, financial planning and family office coordination, and discloses that its services are tailored to high‑net‑worth families rather than to lower‑net‑worth individual clients. Cambient describes a customized, long‑term investment approach that typically uses low‑cost, diversified mutual funds and ETFs supplemented by individual stocks, bonds, options, alternative investments and cryptocurrency when appropriate. The firm applies both fundamental and technical analysis, may allocate assets to unaffiliated Independent Managers (providing ongoing oversight), and acts as a fiduciary while operating a wrap‑fee structure that bundles custody and trading “Covered Costs” into a single wealth management fee. Distinctive features in the firm’s ADV include sponsoring its own Wrap Fee Program and reporting $857.9 million in assets under management as of December 31, 2025 despite being founded in 2025, resulting in an unusually large AUM base relative to its advisory team size. The brochure also discloses relationships and program details that are less common among peers: a direct indexing strategy offered through Fidelity with an additional fee that partly compensates Cambient, launch‑related economic benefits from Fidelity and Schwab, and an affiliated digital‑asset advisory (Rai Digital Solutions) that can provide spot Bitcoin, Ethereum and Solana services to clients on a separate engagement.

To learn more about the advisors currently working at Cambient Family Office, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.