Cambyses Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cambyses Financial Advisors provides portfolio management and comprehensive financial planning to individuals, trusts, charitable organizations, and business clients, including pension and profit‑sharing plans. The firm’s service menu also includes retirement benefit analysis, ERISA plan advisory services, and periodic financial planning seminars and publications for clients and plan participants.
The firm manages client accounts on a non‑discretionary basis, working with each client to develop an investment policy statement and seeking client approval before executing trades while permitting tactical adjustments when market conditions warrant. Cambyses combines fundamental, quantitative, qualitative and technical analysis in its recommendations and uses AI tools for research and operational support, with human advisers and compliance oversight reviewing all outputs.
Compared with many small independent advisers, Cambyses is notable for maintaining disclosed affiliations with other investment advisers and for offering institutional‑oriented services such as ERISA 3(21) fiduciary and non‑fiduciary consulting, participant education, and retirement counseling. These institutional and educational offerings, together with the firm’s non‑discretionary portfolio model and small roster of clients, distinguish its service mix from more typical peers.
Client services
Occupation focus
Fee options
Fixed fees generally in ranges: Financial planning $3,000 to $9,000 for personal, $5,000 to $15,000+ for business; Retirement Benefit Analysis fixed fee of $2,500; ERISA Plan fixed fees typically $15,000 to $35,000+ per year
$0 - $250,000: 2.50% $250,001 - $500,000: 2.30% $500,001 - $1,000,000: 1.75% $1,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
Ranges from $95 to $295 per hour depending on service type; e.g., $95 for clerical, $135 for teleconference, $125-$165 for development, $185-$225 for administrative management, $245-$295 for negotiation/compliance activities; $175 travel time ($2,000/day max)
Account minimum: $150,000 Minimum fee: $2,500 fixed fee for Retirement Benefit Analysis and Counseling Fee-only: Financial planning and ERISA plan advisory services may be charged at hourly or fixed fees as applicable
Main office
North Hollywood CA
Advisors at this office
1
Most active in
California · Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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