Centerville, OH Regency Ridge Dr. Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients — including pension and charitable organization clients — by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi‑billion dollar asset base while offering account implementation across multiple platforms and custodians.
The firm supports both discretionary and non‑discretionary management via platforms described in the brochure (CMAP, FlexMAP and the WealthPort wrap program), offers access to unaffiliated third‑party advisers and sub‑advisors, and maintains proprietary model strategies under the Founders Gate Capital brand. The brochure also notes some Financial Professionals offer tactical services such as market‑timing strategies and that a subset of advisers maintain outside professional practices (including accounting and legal services) and may refer clients to those practices.
Notable distinctions in the brochure include the firm’s development and distribution of affiliated model strategies (Founders Gate Capital), with disclosed strategist fees and related conflict‑of‑interest procedures, and detailed governance around platform and third‑party relationships. The brochure also discloses recent regulatory matters — including an SEC consent with restitution and penalties totaling approximately $13.2 million (2025) and a Delaware consent order with penalties and restitution of about $1.05 million (2026) — and describes supervisory and procedural changes the firm has put in place.
Expertise
Location
263 Regency Ridge Dr.
Centerville OH 45459
Advisors at this office
3
Advisors at this office
James K
Series 66
Centerville, OH
Cambridge Investment Research Advisors
James Kirkland is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005. He brings 26 years of industry experience, including prior work with Cambridge Investment Research, Inc. Outside of his advisory role, Kirkland has operated as an independent insurance agent for various companies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms, proprietary model strategies, and access to third-party advisers.
Angela K
Series 63
Centerville, OH
Cambridge Investment Research Advisors
Angela Kirkland is a financial advisor with Cambridge Investment Research Advisors in Centerville, OH, holding a Series 63 designation and 16 years of industry experience. She has been with Cambridge Investment Research Advisors since 2020 and with Cambridge Investment Research, Inc. since 2009. Outside of advisory services, she serves as a notary and independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base.
Heidi B
Series 66
Centerville, OH
Cambridge Investment Research Advisors
Heidi Bringhurst is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has 20 years of industry experience and has been associated with Cambridge and its affiliated entities since 2005. Bringhurst is also involved with Preferred Planning Associates as an advisory representative. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides a variety of platforms and proprietary model strategies for client accounts.
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