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Cambridge Financial Group, Inc.

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Client assets under management

$250,617,728

Clients

306

21% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

102

Very High

Average account size

$819,012

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

Portfolio management

Expertise

Active portfolio management Factor investing / smart beta

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Other

Account minimum: $100,000

Main office location

Cambridge Financial Group, Inc.

4100 Horizons Drive, Suite 209

Columbus OH 43220, United States

Number of offices

1

Most active in

Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Idaho · Illinois · Indiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Rhode Island · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bradley B

Series 65

Columbus, OH

Cambridge Financial Group, Inc.

Bradley Bauer is a financial advisor at Powers Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Cambridge Financial Group, Inc. since 2000. Outside of advisory services, he is also employed as an Ohio Real Estate Salesperson with Concierge Real Estate and Investment. Powers Capital Management, LLC provides discretionary portfolio management primarily to banks, credit unions, and thrift institutions. The firm uses cyclical, fundamental, and technical analysis to construct tailored investment allocations and prepares Investment Policy Statements aligned with clients’ goals and risk tolerance.

Active portfolio management Factor investing / smart beta
user avatar

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.

Active portfolio management Factor investing / smart beta
user avatar

Gregory B

Series 65

Columbus, OH

Cambridge Financial Group, Inc.

Gregory Bauer is a financial advisor at Cambridge Financial Group, Inc. in Columbus, Ohio, holding a Series 65 designation with 29 years of industry experience. He has been with Cambridge Financial Group since 1986. Cambridge Financial Group provides discretionary portfolio management and investment advisory services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a quantitative investment approach focused on price-momentum and relative-value strategies primarily within the S&P 500 universe.

Active portfolio management Factor investing / smart beta
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