Cambridge Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$429,273,957
Clients
339
Advisors
4
of 5 employees
About
Cambridge Capital Management is a four-advisor SEC-registered investment advisory firm managing approximately $457.8 million for about 339 clients, serving individuals, high‑net‑worth investors, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting that includes plan design, investment option evaluation, participant education, and fiduciary consulting under ERISA.
The firm builds individualized investment policies and uses seven model asset allocations comprised of both actively managed and passive mutual funds and ETFs, applying a mix of fundamental and technical analysis along with a long‑term, dollar‑cost‑averaging orientation. CCM generally acts with discretionary authority for managed accounts but limits its role with employer‑sponsored retirement plans to non‑discretionary advice and “held‑away” implementation guidance.
Distinctive operational features include a firm policy to not accept proxy‑voting responsibilities (effective August 15, 2025) and the use of direct fee debits and standing letters of authorization that result in constructive custody while the firm follows SEC guidance and recordkeeping practices to address custody-related requirements. The firm also emphasizes ERISA-focused fiduciary consulting—such as investment policy development, manager evaluation and selection, performance monitoring, and participant advisory services—as a significant part of its practice.
Client services
Expertise
Fee options
Flat fees for financial planning services, varying by complexity and scope
$0 - $250,000: 1.25% $250,000 - $750,000: 1.00% $750,000 - $2,000,000: 0.75% $2,000,000 - $7,500,000: 0.50% $7,500,000+: 0.40%
Hourly fees for one-on-one retirement plan participant consulting services
Account minimum: $500,000 Fee-only: Flat fees for financial planning services, varying by complexity and scope
Main office
781 Sunset Blvd, Suite 100
O'Fallon IL 62269
Advisors at this office
4
Most active in
Florida · Illinois · Missouri · Texas
Also doing business as
Cambridge Capital Management, LLC · Professional Investment Management Services,LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Dalton P
CFP®, Series 65
O'Fallon, IL
Cambridge Capital Management, LLC
Dalton Powers is a CFP®-certified financial advisor at Cambridge Capital Management, LLC with two years of industry experience. Prior to joining Cambridge Capital Management, he worked in education at Southern Illinois University - Edwardsville, Southwestern Illinois College, Belleville East High School, and Pontiac Jr. High. Cambridge Capital Management is a four-advisor SEC-registered firm managing over $450 million for individuals, high-net-worth investors, and institutional clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting with a focus on individualized investment policies and a combination of actively managed and passive funds.
Nathaniel K
CFP®, Series 63, Series 66
O'Fallon, IL
Cambridge Capital Management, LLC
Nathaniel Klitzing is a Certified Financial Planner™ with 19 years of industry experience, currently serving at Cambridge Capital Management, LLC. He has been with Cambridge Capital Management since 2008 and is also involved with Cambridge Real Estate Holdings, LLC, a commercial real estate holding company. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $458 million for a diverse client base that includes individuals, high-net-worth investors, and various institutional entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a blend of actively managed and passive investments guided by both fundamental and technical analysis.
Matthew H
CFP®, Series 66
O'Fallon, IL
Cambridge Capital Management, LLC
Matthew Hawk is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2013. He holds the Series 66 designation and is based in O'Fallon, Illinois. Cambridge Capital Management is an SEC-registered advisory firm with four advisors managing approximately $457.8 million for individuals, high-net-worth investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and ERISA-focused retirement plan consulting using a combination of actively managed and passive mutual funds and ETFs, guided by fundamental and technical analysis.
Samuel H
CFP®, Series 65
O'Fallon, IL
Cambridge Capital Management, LLC
Samuel Hopkins is a CFP® with nine years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2016. He holds the Series 65 designation and works from O'Fallon, Illinois. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $457.8 million for a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a combination of actively managed and passive funds guided by fundamental and technical analysis with a long-term, dollar-cost-averaging approach.
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