Cambridge Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$250,617,728
Clients
306
Advisors
3
of 6 employees
About
Cambridge Financial Group, Inc. is an SEC-registered advisory firm managing approximately $331 million for roughly 300 clients, including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. It provides discretionary portfolio management across equity and fixed‑income strategies and offers its investment models both directly and through broker‑dealer wrap‑fee programs.
The firm’s investment process is quantitative, emphasizing momentum and relative‑value selection from the S&P 500 universe via a 30‑stock core portfolio (20 momentum, 10 value) with monthly momentum reviews and annual value rebalancing; it also offers aggressive, balanced, sector‑tilt ETF and fixed‑income versions that use a 10‑indicator technical composite to adjust market exposure. Portfolio monitoring and rebalancing are performed on a monthly basis, and the strategies can shift exposures to cash‑equivalents when the composite signals an unfavorable environment.
What is distinctive for a firm of this size is the disclosure of material outside affiliations: one member of the advisory personnel maintains a separate registered investment adviser relationship with Powers Capital Management and is also active as a licensed real‑estate salesperson affiliated with Concierge Real Estate. Cambridge also participates as an investment manager in multiple wrap‑fee programs (notably through sponsors such as Stifel/BNY Pershing and several national broker‑dealers), a combination of affiliations and wrap‑program participation that is uncommon among supported peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $100,000
Main office
4100 Horizons Drive, Suite 200
Columbus OH 43220
Advisors at this office
2
Most active in
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Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Earl N
Series 63, Series 65
Columbus, OH
Cambridge Financial Group, Inc.
Earl Newsome is a financial advisor with Cambridge Financial Group, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Compass Securities Corporation since 2014 and has been with Cambridge Financial Group since 1991. Newsome is a 50% owner of Encompass Capital Management, LLC, a registered investment adviser based in Ohio. Cambridge Financial Group provides discretionary portfolio management and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a quantitative investment approach focused on price-momentum and relative-value strategies primarily within the S&P 500 universe and manages approximately $315 million in discretionary assets.
Gregory B
Series 65
Columbus, OH
Cambridge Financial Group, Inc.
Gregory Bauer is a Series 65-licensed financial advisor with Cambridge Financial Group, Inc. in Columbus, OH, where he has worked for over 40 years. He has 30 years of industry experience at the firm. Cambridge Financial Group, Inc. manages approximately $331 million for about 300 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a quantitative investment process focused on momentum and relative-value selection within the S&P 500, offering discretionary portfolio management across equity and fixed-income strategies.
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