Portsmouth, OH Office

Team
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,909

Across 2,195 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

701 Chillicothe St.

Portsmouth OH 45662

Advisors at this office

5

Advisors at this office

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Breydan T

Series 66

Portsmouth, OH

Cambridge Investment Research Advisors

Breydan Tilley is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked for one year. He has five years of experience at Cambridge Investment Research, Inc., and prior to that was employed at Shawnee State University and Glockner. His additional activities include work as an insurance agent and solicitor with Frazier Wealth Management. Cambridge Investment Research Advisors serves 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 a large network of independent Financial Professionals, utilizing a range of portfolio management strategies and custody platforms.

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

Jeremy F

Series 66

Portsmouth, OH

Cambridge Investment Research Advisors

Jeremy Frazie is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 17 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he is involved in financial education as a member and instructor with the American Financial Education Alliance, where he also participates as an author, educator, podcaster, and speaker. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and both proprietary and third-party investment approaches.

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

Series 63, Series 65

Portsmouth, OH

Cambridge Investment Research Advisors

Darius Jordan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Cambridge, he worked at Frazie Wealth Management for four years and has experience in education roles at the University of Rio Grande, Marshall University, and Minford High School. 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 plan advisory through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements tailored to client objectives.

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

Series 66

Portsmouth, OH

Cambridge Investment Research Advisors

Nathaniel Frazie is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and previously worked for Minford Telephone Company for 11 years. Frazie also operates a wealth management practice under the trade name Frazie Wealth Management. 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 Financial Professionals, employing a range of portfolio management strategies across multiple platforms.

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

Cecil M

Series 66

Portsmouth, OH

Cambridge Investment Research Advisors

Cecil Mc Graw is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, based in Portsmouth, OH. He has two years of industry experience and previously worked for Minford Local Schools for eleven years. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory. The firm employs a variety of investment approaches, including proprietary model strategies and access to third-party managers, tailored to client objectives through multiple platform options.

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