Katy, TX Dominion Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
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.
Expertise
Location
848 Dominion, Suite 100
Katy TX 77450
Advisors at this office
5
Advisors at this office
Michael M
Series 63
Katy, TX
Cambridge Investment Research Advisors
Michael Mcgee Sr. is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 32 years of industry experience. His career includes long tenures at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance. He is also an independent insurance agent through his firm McGee Wealth Management and is involved in authoring, educating, podcasting, and speaking activities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving 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 range of portfolio management and model-based solutions.
Michael M
Series 66
Katy, TX
Cambridge Investment Research Advisors
Michael McGee Jr. is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously was with Hornor, Townsend & Kent, Inc. from 2013 to 2018. Outside of advising, he teaches continuing education courses for CPAs and is involved as an author, educator, podcast host, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple platform arrangements and a range of discretionary and non-discretionary strategies tailored to client objectives.
Katie K
Series 66
Katy, TX
Cambridge Investment Research Advisors
Katie Kovich Edling is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the Series 66 designation and has worked at several firms, including LPL Financial and Strategic Wealth Advisors Group. Outside of her advisory role, she is an owner of The KME Group, a separate business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.
Keri W
Series 65
Katy, TX
Cambridge Investment Research Advisors
Keri Wile is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Fruth Investment Management and the Katy Independent School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody platforms and a mix of proprietary and third-party strategies.
Giao V
CFP®, Series 63, Series 65
Katy, TX
Cambridge Investment Research Advisors
Giao Vo is a CFP®-certified financial advisor with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2024, Vo worked at Ameriprise and Primerica. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various portfolio management and platform options tailored to client objectives.
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