Marietta, GA Johnson Ferry Rd. 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
2878 Johnson Ferry Rd., Ste. 150
Marietta GA 30062
Advisors at this office
2
Advisors at this office
Steven J
Series 66
Marietta, GA
Cambridge Investment Research Advisors
Steven Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked previously at Kestra Investment Services, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the Addison Elementary School PTA and owns Booker & Company Consulting LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and retirement-plan sponsors with financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including discretionary and non-discretionary strategies across multiple platforms and proprietary as well as third-party models.
Henry C
ChFC®, Series 63, Series 65
Marietta, GA
Cambridge Investment Research Advisors
Henry Coker is a ChFC® credentialed financial advisor with 52 years of experience, currently affiliated with Cambridge Investment Research Advisors since 2019. His prior experience includes Kestra Financial Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he is involved in several related business activities, including ownership and principal roles in AdvisorySouth LLC and related entities focused on advisory and insurance services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent Financial Professionals, with options including proprietary models and access to third-party managers, supporting both discretionary and non-discretionary strategies.
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