Tech stack
No one at Cambridge Financial Group, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Stifel
Per Form ADV · $50M held · filed Mar 2024
S
Securities America
Per Form ADV · $43M held · filed Mar 2024
Schwab
Per Form ADV · $37M held · filed Mar 2024
Fidelity
Per Form ADV · $32M held · filed Mar 2024
Morgan Stanley
Per Form ADV · $21M held · filed Mar 2024