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CAMBRIDGE WEALTH ADVISORS, LLC, CRD 148889
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ROBERT ALLEN NOBLE | n/a | COLLEGE PARK, GA | 14 | 33 | 3 | no |
| RAYMOND NEAL CORNELIUS | n/a | COLLEGE PARK, GA | 14 | 31 | 5 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CORNELIUS, RAYMOND, NEAL | CHIEF COMPLIANCE OFFICER | D | yes | 10/2008 | Apr 19, 2022 | Mar 1, 2024 |
| NOBLE, ROBERT, ALLEN | MANAGING MEMBER | D | yes | 01/2009 | Apr 19, 2022 | Mar 1, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 3, 2026 | $237M | $9.3M | 2 | 2 | 0 | n/a | n/a |
| 2024 | Jan 22, 2025 | $211M | $10.8M | 2 | 2 | 0 | n/a | n/a |
| 2023 | Mar 1, 2024 | $171M | $4.4M | 2 | 2 | 0 | n/a | n/a |
| 2022 | Mar 23, 2023 | $143M | $6.3M | 2 | 2 | 0 | n/a | 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 | 0 | 0.0% | 0 | 0 | 0 | 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 | $237M | $211M | 12.3% | $143M | 18.2% | 2 | 2 | 0 | 0 |