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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAMBRIDGE CAPITAL MANAGEMENT, LLC

CRD 110932

O'FALLON, IL

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:a8026bb8-9c76-bd93-e0c0-5e9b5988198d

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 31, 2012 to Feb 18, 2026
25 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=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $458MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $422M
Private client RAUM: $429MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $114Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 984
Individual clients: 227
High net worth clients: 112
Custody, client assets: $88.8M
SEC number: 801-80162
CRD: 110932
Filings on the tape: 25
First filed: Jan 31, 2012
Latest filed: Feb 18, 2026
Organised: Limited Liability Company, IL

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
NATHANIEL WILLIAM KLITZING	Certified Financial Planner	O'FALLON, IL	18	21	1	no
MATTHEW JOHN HAWK	Certified Financial Planner	O'FALLON, IL	13	17	1	no
Samuel E Hopkins	Certified Financial Planner	O'FALLON, IL	9	10	n/a	no
Dalton Joseph Powers	Certified Financial Planner	O'FALLON, IL	3	12	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
KLITZING, NATHANIEL, WILLIAM	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	01/2011	Jan 31, 2012	Feb 21, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
ST. LOUIS	Mo	United States	3	no

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	Feb 18, 2026	$458M	$422M	5	4	1	n/a	n/a
2024	Feb 14, 2025	$385M	$354M	5	3	1	n/a	n/a
2023	Feb 21, 2024	$325M	$292M	5	3	1	n/a	n/a
2022	Mar 2, 2023	$270M	$242M	5	3	1	n/a	n/a
2021	Feb 18, 2022	$295M	$259M	5	3	1	n/a	n/a
2020	Mar 8, 2021	$244M	$211M	5	3	1	n/a	n/a
2019	Mar 5, 2020	$215M	$186M	5	3	1	n/a	n/a
2018	Mar 7, 2019	$166M	$155M	7	5	1	n/a	n/a
2017	Mar 15, 2018	$165M	$155M	7	5	1	n/a	n/a
2016	Feb 28, 2017	$163M	$126M	7	5	n/a	n/a	n/a
2015	Mar 8, 2016	$126M	$112M	5	3	n/a	n/a	n/a
2014	Mar 5, 2015	$110M	$101M	5	3	n/a	n/a	n/a
2011	Feb 24, 2012	$65.6M	$63.8M	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	$458M	$385M	18.9%	$270M	19.2%	5	5	1	1

Relationships

Registered with (7)

← Dalton Joseph PowersAdvisorregistration: current employment
Jun 23, 2023 to presentfactForm ADV
← Samuel E HopkinsAdvisorregistration: current employment
Nov 8, 2016 to presentfactForm ADV
← MATTHEW JOHN HAWKAdvisorregistration: current employment
Feb 11, 2013 to presentfactForm ADV
← NATHANIEL WILLIAM KLITZINGAdvisorregistration: current employment
Aug 28, 2008 to presentfactForm ADV
← Zachary John JoinerAdvisorregistration: previous registration
Mar 20, 2014 to Oct 23, 2019factForm ADV
← Nathan L ParchmanAdvisorregistration: previous registration
Jan 18, 2017 to Apr 4, 2019factForm ADV
← ASHLEE NICOLE OGRZEWALLAAdvisorregistration: previous registration
Nov 10, 2010 to Feb 4, 2014factForm ADV

Controls (1)

← KLITZING, NATHANIEL, WILLIAMOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 31, 2012 to Feb 21, 2024factForm ADV

Dated events

Occurred
Jul 30, 2014
First Form ADV filing
Cambridge Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8026bb8-9c76-bd93-e0c0-5e9b5988198d
First observed: Jan 31, 2012
Last observed: Feb 18, 2026 7 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 CAPITAL MANAGEMENT, LLC

CRD 110932

O'FALLON, IL

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:a8026bb8-9c76-bd93-e0c0-5e9b5988198d

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NATHANIEL WILLIAM KLITZING

Certified Financial Planner

O'FALLON, IL

MATTHEW JOHN HAWK

Certified Financial Planner

O'FALLON, IL

Samuel E Hopkins

Certified Financial Planner

O'FALLON, IL

n/a

Dalton Joseph Powers

Certified Financial Planner

O'FALLON, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KLITZING, NATHANIEL, WILLIAM

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

01/2011

Jan 31, 2012

Feb 21, 2024

City

State

Country

Employees

Also broker-dealer

ST. LOUIS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$458M

$422M

n/a

2024

Feb 14, 2025

$385M

$354M

n/a

2023

Feb 21, 2024

$325M

$292M

n/a

2022

Mar 2, 2023

$270M

$242M

n/a

2021

Feb 18, 2022

$295M

$259M

n/a

2020

Mar 8, 2021

$244M

$211M

n/a

2019

Mar 5, 2020

$215M

$186M

n/a

2018

Mar 7, 2019

$166M

$155M

n/a

2017

Mar 15, 2018

$165M

$155M

n/a

2016

Feb 28, 2017

$163M

$126M

n/a

2015

Mar 8, 2016

$126M

$112M

n/a

2014

Mar 5, 2015

$110M

$101M

n/a

2011

Feb 24, 2012

$65.6M

$63.8M

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

$458M

$385M

18.9%

$270M

19.2%