Corpus Christi, TX N Water St. Office

Team
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,909

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a broad mix of clients—individuals (including both non-HNW and high-net-worth clients), pension and profit‑sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors—by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. Services are delivered through a network of independent Financial Professionals and include direct portfolio management, wrap-fee programs (WealthPort), model-based solutions, and referrals to approved third‑party managers.

Investment implementation is offered across multiple custody and platform arrangements (CMAP, FlexMAP, WealthPort, UMA/CAAP) and can be either discretionary or non‑discretionary, with Financial Professionals tailoring strategies to client objectives. The firm maintains both proprietary model strategies under the Founders Gate Capital brand and access to unaffiliated strategists, and the brochure notes that some advisers use tactical approaches and, in a minority of cases, market‑timing services rather than only buy‑and‑hold allocations.

Noteworthy, and less common among peer institutions, is Cambridge’s explicit disclosure of affiliated‑strategy economics and related conflict‑of‑interest controls for Founders Gate Capital, along with documented advisor business relationships that include Financial Professionals who are attorneys or CPAs and may provide or refer legal and accounting services. The brochure also details institutional features tied to the firm’s scale—advisor transition loans/grants and equity participation arrangements, FDIC sweep options, and formal compliance and supervisory processes—which can materially shape how recommendations are selected and implemented.

Based on Cambridge Investment Research Advisors

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Based on Cambridge Investment Research Advisors

Occupation focus

Self-Employed

Based on Cambridge Investment Research Advisors

Location

500 N Water St., Ste. 400

Corpus Christi TX 78401

Advisors at this office

9

Advisors at this office

user avatar

Henry T

ChFC®

Corpus Christi, TX

Cambridge Investment Research Advisors

Henry Thompson Jr. is a Chartered Financial Consultant (ChFC®) with 53 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he serves as chairman of the finance committee at First United Methodist Church in Corpus Christi, TX, and is a board member of Knockenut Farm, a sport and fitness organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options and utilizes both proprietary and third-party strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

Alana S

Series 66

Corpus Christi, TX

Cambridge Investment Research Advisors

Alana Saenz is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. Her prior work includes roles at WS Energy Services and the Port of Corpus Christi. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a variety of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

Elizabeth C

Series 66

Corpus Christi, TX

Cambridge Investment Research Advisors

Elizabeth Chabin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017. Outside of her advisory role, she serves as a board member and volunteer with 100 Women of the Coastal Bend. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, providing tailored strategies and a variety of platform options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Zachary H

Series 66

Corpus Christi, TX

Cambridge Investment Research Advisors

Zachary Hoelscher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He has been associated with Cambridge Investment Research since 2016 and Bergstrom Benkendorfer since 2015. He serves as a board member of the Corpus Christi Grain Exchange. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

Carter B

ChFC®, Series 63

Corpus Christi, TX

Cambridge Investment Research Advisors

Carter Benkendorfer is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 credentials and with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he serves as President and Board Member of the Buccaneer Commission Foundation, where he is involved in scholarship donation and investment policies, and he is Treasurer and Board Member of the First United Methodist Church in Corpus Christi, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory through a network of independent Financial Professionals using multiple portfolio management platforms and a combination of proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

William S

Series 66

Corpus Christi, TX

Cambridge Investment Research Advisors

William Schnellbacher is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Corpus Christi, TX. He has 19 years of industry experience and has been with Cambridge since 2012. Outside of his advisory role, he serves as a power of attorney handling financial affairs for an elderly family member. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across various platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Hunter H

Series 66

Corpus Christi, TX

Cambridge Investment Research Advisors

Hunter Higgins is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and based in Corpus Christi, TX. He joined Cambridge in 2025 and has prior experience in logistics and freight services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management approaches and custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

Jeffrey E

Series 66

Corpus Christi, TX

Cambridge Investment Research Advisors

Jeffrey Evans is a financial advisor with Cambridge Investment Research Advisors in Corpus Christi, TX, holding a Series 66 license and 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and also serves as a volunteer committee member for a local homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, providing tailored strategies across multiple custody and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

Martin E

Series 63, Series 65

Corpus Christi, TX

Cambridge Investment Research Advisors

Martin Evans is a financial advisor with Cambridge Investment Research Advisors in Corpus Christi, TX. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years at Cambridge Investment Research, Inc. Outside of his advisory role, he is the owner of Freedom Investment Counsel, LLC, where he acts as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and proprietary as well as third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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