DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAMBRIDGE ADVISORS INC

CRD 104851

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12448ea7-084a-9a08-acc9-2fee0cf8fc5a

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2012 to Mar 19, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.51 fund_share=0.0 institutional_share=0.49 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $694MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $670M
Private client RAUM: $355MderivedItem 5.D individuals plus high net worth individuals
Private client share: 51%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $173Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 826
Individual clients: 174
High net worth clients: 99
SEC number: 801-36028
CRD: 104851
Filings on the tape: 23
First filed: Mar 28, 2012
Latest filed: Mar 19, 2026
Organised: Corporation, NE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LORI LYNN LIFFRING	Chartered Financial Analyst	OMAHA, NE	32	32	n/a	no
MICHAEL LEE BRIDGMAN	Chartered Financial Consultant	OMAHA, NE	27	37	n/a	no
JUSTIN SLADE ANDERSON	n/a	OMAHA, NE	19	23	1	no
JONATHAN MARK SPANGLER	n/a	OMAHA, NE	2	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSON, JUSTIN, SLADE	VICE PRESIDENT	C	yes	10/2021	Oct 28, 2021	Nov 14, 2024
BRIDGMAN, MICHAEL, LEE	VICE PRESIDENT, SECRETARY	C	yes	03/2005	Mar 28, 2012	Nov 14, 2024
LIFFRING, LORI, LYNN	PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER, CHAIRMAN	D	yes	03/2005	Mar 28, 2012	Nov 14, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$694M	$670M	6	6	0	n/a	n/a
2024	Mar 4, 2025	$622M	$595M	6	6	0	n/a	n/a
2023	Feb 23, 2024	$558M	$530M	5	5	0	n/a	n/a
2022	Mar 3, 2023	$530M	$504M	5	5	0	n/a	n/a
2021	Mar 22, 2022	$622M	$586M	5	5	0	n/a	n/a
2020	Mar 17, 2021	$538M	$506M	6	6	0	n/a	n/a
2019	Mar 17, 2020	$487M	$459M	6	6	0	n/a	n/a
2018	Mar 21, 2019	$405M	$380M	6	6	0	n/a	n/a
2017	Mar 27, 2018	$420M	$395M	4	4	1	n/a	n/a
2016	Mar 30, 2017	$354M	$336M	4	4	n/a	n/a	n/a
2015	Mar 28, 2016	$309M	$292M	4	4	n/a	n/a	n/a
2014	Mar 25, 2015	$286M	$271M	4	4	n/a	n/a	n/a
2013	Mar 19, 2014	$259M	$244M	5	5	n/a	n/a	n/a
2012	Mar 26, 2013	$220M	$208M	5	5	n/a	n/a	n/a
2011	Mar 28, 2012	$203M	$191M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$694M	$622M	11.5%	$530M	9.3%	6	6	0	0

Relationships

Registered with (5)

← JONATHAN MARK SPANGLERAdvisorregistration: current employment
Mar 5, 2024 to presentfactForm ADV
← JUSTIN SLADE ANDERSONAdvisorregistration: current employment
Jun 15, 2007 to presentfactForm ADV
← MICHAEL LEE BRIDGMANAdvisorregistration: current employment
Mar 26, 1999 to presentfactForm ADV
← LORI LYNN LIFFRINGAdvisorregistration: current employment
Feb 21, 1994 to presentfactForm ADV
← KAREN KAY BENEFIELAdvisorregistration: previous registration
Jan 9, 2004 to Apr 4, 2023factForm ADV

Controls (3)

← BRIDGMAN, MICHAEL, LEEOwnerVICE PRESIDENT, SECRETARY, ownership code C, individual
Mar 28, 2012 to Nov 14, 2024factForm ADV
← LIFFRING, LORI, LYNNOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER, CHAIRMAN, ownership code D, individual
Mar 28, 2012 to Nov 14, 2024factForm ADV
← ANDERSON, JUSTIN, SLADEOwnerVICE PRESIDENT, ownership code C, individual
Oct 28, 2021 to Nov 14, 2024factForm ADV

Dated events

Occurred
Apr 4, 2023
Advisor changed firm
Karen Kay Benefiel left Cambridge Advisors Inc for Lexaurum Advisors (registered 2023-05-31)
Form ADVobserved 3 days ago
Occurred
Oct 28, 2021
Control person joined
Slade Justin Anderson (Vice President) appeared on Schedule A of Cambridge Advisors Inc
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12448ea7-084a-9a08-acc9-2fee0cf8fc5a
First observed: Mar 28, 2012
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAMBRIDGE ADVISORS INC

CRD 104851

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12448ea7-084a-9a08-acc9-2fee0cf8fc5a

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LORI LYNN LIFFRING

Chartered Financial Analyst

OMAHA, NE

n/a

MICHAEL LEE BRIDGMAN

Chartered Financial Consultant

OMAHA, NE

n/a

JUSTIN SLADE ANDERSON

n/a

OMAHA, NE

JONATHAN MARK SPANGLER

n/a

OMAHA, NE

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, JUSTIN, SLADE

VICE PRESIDENT

yes

10/2021

Oct 28, 2021

Nov 14, 2024

BRIDGMAN, MICHAEL, LEE

VICE PRESIDENT, SECRETARY

yes

03/2005

Mar 28, 2012

Nov 14, 2024

LIFFRING, LORI, LYNN

PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER, CHAIRMAN

yes

03/2005

Mar 28, 2012

Nov 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$694M

$670M

n/a

2024

Mar 4, 2025

$622M

$595M

n/a

2023

Feb 23, 2024

$558M

$530M

n/a

2022

Mar 3, 2023

$530M

$504M

n/a

2021

Mar 22, 2022

$622M

$586M

n/a

2020

Mar 17, 2021

$538M

$506M

n/a

2019

Mar 17, 2020

$487M

$459M

n/a

2018

Mar 21, 2019

$405M

$380M

n/a

2017

Mar 27, 2018

$420M

$395M

n/a

2016

Mar 30, 2017

$354M

$336M

n/a

2015

Mar 28, 2016

$309M

$292M

n/a

2014

Mar 25, 2015

$286M

$271M

n/a

2013

Mar 19, 2014

$259M

$244M

n/a

2012

Mar 26, 2013

$220M

$208M

n/a

2011

Mar 28, 2012

$203M

$191M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$694M

$622M

11.5%

$530M

9.3%