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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

CAMBRIDGE FINANCIAL ADVISORS, LLC

CRD 118314

SALIDA, CO

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:558db73f-75b3-8fe0-b579-094927b59f33

Data as of Sep 17, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Jan 30, 2024 to Sep 17, 2024
6 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: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 4
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0
SEC number: 801-129597
CRD: 118314
Filings on the tape: 6
First filed: Jan 30, 2024
Latest filed: Sep 17, 2024
Organised: Limited Liability Company, Colorado

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
ROBIN ANN BESS	n/a	SALIDA, CO	12	18	n/a	no
PETER LYNDON GABRIEL	n/a	Buena Vista, CO \| SALIDA, CO	11	11	n/a	no
Joel E. Fay	Chartered Financial Consultant	Lexington, KY \| SALIDA, CO	4	27	n/a	no
MATTHEW ROBERT SNOW	n/a	BUENA VISTA, CO \| SALIDA, CO	1	16	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
BESS, ROBIN, ANN	OWNER AND CHIEF COMPLIANCE OFFICER	C	yes	07/2015	Jan 30, 2024	Sep 17, 2024
Fay, Joel, E.	Owner	C	yes	10/2022	Jan 30, 2024	Sep 17, 2024
GABRIEL, PETER, LYNDON	Owner	C	yes	01/2015	Jan 30, 2024	Sep 17, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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

Relationships

Registered with (8)

← MATTHEW ROBERT SNOWAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← Joel E. FayAdvisorregistration: current employment
Sep 24, 2021 to presentfactForm ADV
← PETER LYNDON GABRIELAdvisorregistration: current employment
Oct 27, 2014 to presentfactForm ADV
← ROBIN ANN BESSAdvisorregistration: current employment
Sep 5, 2014 to presentfactForm ADV
← Christopher Michael MueckeAdvisorregistration: previous registration
Aug 14, 2013 to Jan 4, 2022factForm ADV
← ROBERT JAMES SCHUMANNAdvisorregistration: previous registration
Jul 11, 2001 to Jan 6, 2020factForm ADV
← Christopher Luke Szymczak TannerAdvisorregistration: previous registration
Apr 15, 2019 to Jan 6, 2020factForm ADV
← MARK EDWARD O`CONNORAdvisorregistration: previous registration
Jan 23, 2012 to Jun 19, 2012factForm ADV

Controls (3)

← BESS, ROBIN, ANNOwnerOWNER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jan 30, 2024 to presentfactForm ADV
← GABRIEL, PETER, LYNDONOwnerOWNER, ownership code C, individual
Jan 30, 2024 to presentfactForm ADV
← Fay, Joel, E.OwnerOWNER, ownership code C, individual
Jan 30, 2024 to presentfactForm ADV

Affiliated with (1)

← PLAN & ACTRegistered adviserother investment adviser, control, common control
factForm ADV

Dated events

Occurred
Jan 30, 2024
First Form ADV filing
Cambridge Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago
Occurred
Jan 4, 2022
Advisor changed firm
Christopher Michael Muecke left Cambridge Financial Advisors, Llc for Salida Financial Advice And Planning (registered 2022-01-06)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:558db73f-75b3-8fe0-b579-094927b59f33
First observed: Jan 30, 2024
Last observed: Sep 17, 2024 24 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 FINANCIAL ADVISORS, LLC

CRD 118314

SALIDA, CO

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:558db73f-75b3-8fe0-b579-094927b59f33

Data as of Sep 17, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBIN ANN BESS

n/a

SALIDA, CO

n/a

PETER LYNDON GABRIEL

n/a

Buena Vista, CO | SALIDA, CO

n/a

Joel E. Fay

Chartered Financial Consultant

Lexington, KY | SALIDA, CO

n/a

MATTHEW ROBERT SNOW

n/a

BUENA VISTA, CO | SALIDA, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BESS, ROBIN, ANN

OWNER AND CHIEF COMPLIANCE OFFICER

yes

07/2015

Jan 30, 2024

Sep 17, 2024

Fay, Joel, E.

Owner

yes

10/2022

Jan 30, 2024

Sep 17, 2024

GABRIEL, PETER, LYNDON

Owner

yes

01/2015

Jan 30, 2024

Sep 17, 2024

City

State

Country

Employees

Also broker-dealer

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%