Troy, OH 322 W. Main St 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
322 W. Main St, Suite A
Troy OH 45373
Advisors at this office
3
Advisors at this office
Jonathan C
Series 63, Series 66
Troy, OH
Cambridge Investment Research Advisors
Jonathan Coomer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also leads Coomer & Company Financial Services. Outside of his advisory work, Coomer serves as an independent insurance agent and volunteers as a committee member for Miami Valley Scouting. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi‑billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary investment strategies.
Lance S
Series 63, Series 65
Troy, OH
Cambridge Investment Research Advisors
Lance Schlosser is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Peak Retirement Planning, PFS Investments Inc., and Primerica Financial Services. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and access to third-party advisers and proprietary model strategies.
Zachary R
Series 66
Troy, OH
Cambridge Investment Research Advisors
Zachary Rapp is a financial advisor with Cambridge Investment Research Advisors in Troy, OH, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and has worked with Jon Coomer since 2014. Outside of his advisory work, he serves as Treasurer for the Tecumseh Education Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi‑billion dollar asset base across multiple platforms and custodians.
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