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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAMBRIDGE FINANCIAL GROUP, INC.

CRD 112254

COLUMBUS, OH

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:fb98d2e2-c54a-f2c0-9d6b-876152e8ac90

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 13, 2012 to Mar 19, 2026
21 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=0.76 fund_share=0.0 institutional_share=0.24 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $331MItem 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: $331M
Private client RAUM: $251MderivedItem 5.D individuals plus high net worth individuals
Private client share: 76%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $110Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 318
Individual clients: 241
High net worth clients: 65
SEC number: 801-26539
CRD: 112254
Filings on the tape: 21
First filed: Mar 13, 2012
Latest filed: Mar 19, 2026
Organised: Corporation, OH
Website: cfginc.net

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
GREGORY JOSEPH BAUER	n/a	COLUMBUS, OH	29	40	n/a	no
EARL VERNON NEWSOME	n/a	COLUMBUS, OH	26	42	n/a	no
BRADLEY JOSEPH BAUER	n/a	COLUMBUS, OH	14	26	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
BAUER, GREGORY, JOSEPH	CHAIRMAN, TREASURER, DIRECTOR, CHIEF COMPLIANCE OFFICER	D	yes	01/1986	Mar 13, 2012	Mar 18, 2024
NEWSOME, EARL, VERNON	PRESIDENT, SECRETARY, DIRECTOR	D	yes	10/1991	Mar 13, 2012	Mar 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRADLEY J. BAUER	n/a	n/a	n/a	Y	yes	n/a

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	$331M	$331M	6	3	0	n/a	n/a
2024	Mar 4, 2025	$315M	$315M	6	3	0	n/a	n/a
2023	Mar 18, 2024	$258M	$258M	6	3	0	n/a	n/a
2022	Mar 30, 2023	$177M	$177M	6	3	0	n/a	n/a
2021	Mar 15, 2022	$231M	$231M	6	3	0	n/a	n/a
2020	Mar 30, 2021	$227M	$227M	6	3	0	n/a	n/a
2019	Mar 24, 2020	$209M	$209M	6	3	0	n/a	n/a
2018	Mar 27, 2019	$192M	$192M	6	3	0	n/a	n/a
2017	Mar 22, 2018	$219M	$219M	6	3	0	n/a	n/a
2016	Mar 27, 2017	$190M	$190M	6	3	n/a	n/a	n/a
2015	Mar 7, 2016	$191M	$191M	6	3	n/a	n/a	n/a
2014	Mar 17, 2015	$229M	$229M	7	3	n/a	n/a	n/a
2013	Mar 18, 2014	$211M	$211M	7	3	n/a	n/a	n/a
2012	Mar 14, 2013	$244M	$244M	7	3	n/a	n/a	n/a
2011	Mar 13, 2012	$539M	$539M	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	$331M	$315M	5.1%	$177M	23.3%	6	6	0	0

Relationships

Registered with (4)

← BRADLEY JOSEPH BAUERAdvisorregistration: current employment
Mar 30, 2012 to presentfactForm ADV
← EARL VERNON NEWSOMEAdvisorregistration: current employment
Dec 7, 1999 to presentfactForm ADV
← GREGORY JOSEPH BAUERAdvisorregistration: current employment
Oct 9, 1996 to presentfactForm ADV
← KEITH THOMAS TRUEXAdvisorregistration: previous registration
Feb 2, 2010 to Jun 27, 2011factForm ADV

Controls (2)

← NEWSOME, EARL, VERNONOwnerPRESIDENT, SECRETARY, DIRECTOR, ownership code D, individual
Mar 13, 2012 to Mar 18, 2024factForm ADV
← BAUER, GREGORY, JOSEPHOwnerCHAIRMAN, TREASURER, DIRECTOR, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 13, 2012 to Mar 18, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb98d2e2-c54a-f2c0-9d6b-876152e8ac90
First observed: Mar 13, 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 FINANCIAL GROUP, INC.

CRD 112254

COLUMBUS, OH

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:fb98d2e2-c54a-f2c0-9d6b-876152e8ac90

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY JOSEPH BAUER

n/a

COLUMBUS, OH

n/a

EARL VERNON NEWSOME

n/a

COLUMBUS, OH

n/a

BRADLEY JOSEPH BAUER

n/a

COLUMBUS, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAUER, GREGORY, JOSEPH

CHAIRMAN, TREASURER, DIRECTOR, CHIEF COMPLIANCE OFFICER

yes

01/1986

Mar 13, 2012

Mar 18, 2024

NEWSOME, EARL, VERNON

PRESIDENT, SECRETARY, DIRECTOR

yes

10/1991

Mar 13, 2012

Mar 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRADLEY J. BAUER

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$331M

n/a

2024

Mar 4, 2025

$315M

n/a

2023

Mar 18, 2024

$258M

n/a

2022

Mar 30, 2023

$177M

n/a

2021

Mar 15, 2022

$231M

n/a

2020

Mar 30, 2021

$227M

n/a

2019

Mar 24, 2020

$209M

n/a

2018

Mar 27, 2019

$192M

n/a

2017

Mar 22, 2018

$219M

n/a

2016

Mar 27, 2017

$190M

n/a

2015

Mar 7, 2016

$191M

n/a

2014

Mar 17, 2015

$229M

n/a

2013

Mar 18, 2014

$211M

n/a

2012

Mar 14, 2013

$244M

n/a

2011

Mar 13, 2012

$539M

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

$331M

$315M

5.1%

$177M

23.3%