DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cambridge Advisors Inc
Latest filing Mar 19, 2026
First filing on the tape Mar 28, 2012 · 23 filings
SEC status approved since Feb 16, 1990
RAUM
$694M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
51%
$355M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$173M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$694M as of Mar 19, 2026
Mar 28, 2012$203M then
HNW client RAUM$288M as of Mar 19, 2026
Mar 27, 2018$188M then
State-registered IARs (5.B.3)4 as of Mar 19, 2026
Mar 26, 20131 then
Employees (5.A)6 as of Mar 19, 2026
Mar 26, 20135 then
Private funds: no history
RAUM +12% over the last fiscal year+9.3% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $173MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 68derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $839,602derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 49%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Charitable organizations$305M44%
- High-net-worth individuals$288M41%
- Individuals$67.5M9.7%
- Pension and profit-sharing plans$33.3M4.8%
- Individual clients
- 174reported
- HNW clients
- 99reported
- Pension plan clients
- 6reported
- Charitable clients
- 8reported
- Accounts
- 826reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.51 fund_share=0.0 institutional_share=0.49 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Lori Lynn LiffringChartered Financial Analyst | Omaha, Ne | Feb 21, 1994 | 32 y | 0 |
| Michael Lee BridgmanChartered Financial Consultant | Omaha, Ne | Mar 26, 1999 | 37 y | 0 |
| Justin Slade Anderson | Omaha, Ne | Jun 15, 2007 | 23 y | 1 |
| Jonathan Mark Spangler | Omaha, Ne | Mar 5, 2024 | 18 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Karen Kay Benefiel to Lexaurum AdvisorsApr 4, 2023 · RIA to RIA
Joined, latest
- Justin Slade Anderson from Edward JonesJun 15, 2007 · Other
- Karen Kay Benefiel from Charles Schwab & Co., Inc.Jan 9, 2004 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Slade Justin Anderson · Vice Presidentcontrolsince 10/2021 · owns 25% to 50%
- Lee Michael Bridgman · Vice President, Secretarycontrolsince 03/2005 · owns 25% to 50%
- Lynn Lori Liffring · President, Chief Compliance Officer, Treasurer, Chairmancontrolsince 03/2005 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Omaha, Ne · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 787 to 826Mar 4, 2025 to Mar 19, 2026
- HNW clients · 87 to 99Mar 4, 2025 to Mar 19, 2026
- Individual clients · 168 to 174Mar 4, 2025 to Mar 19, 2026
- Pension plan clients · 7 to 6Mar 4, 2025 to Mar 19, 2026
- Discretionary RAUM · $595M to $670MMar 4, 2025 to Mar 19, 2026
- HNW RAUM · $266M to $288MMar 4, 2025 to Mar 19, 2026
- Individual RAUM · $56.0M to $67.5MMar 4, 2025 to Mar 19, 2026
- Non-discretionary RAUM · $27.2M to $23.8MMar 4, 2025 to Mar 19, 2026
- Pension RAUM · $35.5M to $33.3MMar 4, 2025 to Mar 19, 2026
- RAUM · $622M to $694MMar 4, 2025 to Mar 19, 2026
- Accounts · 806 to 787Nov 14, 2024 to Mar 4, 2025
- Advisory employees · 5 to 6Nov 14, 2024 to Mar 4, 2025
- HNW clients · 82 to 87Nov 14, 2024 to Mar 4, 2025
- Individual clients · 165 to 168Nov 14, 2024 to Mar 4, 2025
- Employees · 5 to 6Nov 14, 2024 to Mar 4, 2025
- Financial planning clients · 101-250 to 251-500Nov 14, 2024 to Mar 4, 2025
- State-registered IARs · 3 to 4Nov 14, 2024 to Mar 4, 2025
- Discretionary RAUM · $530M to $595MNov 14, 2024 to Mar 4, 2025
- HNW RAUM · $233M to $266MNov 14, 2024 to Mar 4, 2025
- Individual RAUM · $48.7M to $56.0MNov 14, 2024 to Mar 4, 2025
- Non-discretionary RAUM · $27.7M to $27.2MNov 14, 2024 to Mar 4, 2025
- Pension RAUM · $34.5M to $35.5MNov 14, 2024 to Mar 4, 2025
- RAUM · $558M to $622MNov 14, 2024 to Mar 4, 2025
- Accounts · 842 to 806Nov 7, 2023 to Feb 23, 2024
- HNW clients · 75 to 82Nov 7, 2023 to Feb 23, 2024
- Individual clients · 200 to 165Nov 7, 2023 to Feb 23, 2024
- Pension plan clients · 8 to 7Nov 7, 2023 to Feb 23, 2024
- Financial planning clients · 251-500 to 101-250Nov 7, 2023 to Feb 23, 2024
- State-registered IARs · 4 to 3Nov 7, 2023 to Feb 23, 2024
- Discretionary RAUM · $504M to $530MNov 7, 2023 to Feb 23, 2024
- HNW RAUM · $207M to $233MNov 7, 2023 to Feb 23, 2024
- Individual RAUM · $68.4M to $48.7MNov 7, 2023 to Feb 23, 2024
- Non-discretionary RAUM · $26.4M to $27.7MNov 7, 2023 to Feb 23, 2024
- Pension RAUM · $32.0M to $34.5MNov 7, 2023 to Feb 23, 2024
- RAUM · $530M to $558MNov 7, 2023 to Feb 23, 2024
- Accounts · 828 to 842Mar 22, 2022 to Mar 3, 2023
- HNW clients · 78 to 75Mar 22, 2022 to Mar 3, 2023
- Individual clients · 192 to 200Mar 22, 2022 to Mar 3, 2023
- Discretionary RAUM · $586M to $504MMar 22, 2022 to Mar 3, 2023
- HNW RAUM · $239M to $207MMar 22, 2022 to Mar 3, 2023
Signals
2 dated events
- Karen Kay Benefiel left Cambridge Advisors Inc for Lexaurum Advisors (registered 2023-05-31)Apr 4, 2023 · Advisor changed firm · fact
- Slade Justin Anderson (Vice President) appeared on Schedule A of Cambridge Advisors IncOct 28, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@cambridgeadvisors.netreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 402-697-1166reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/cambridge-advisors-inc-reportedpublic record, Form ADV, Sep 17, 2026
- Website
- CAMBRIDGEADVISORS.NETreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 402-697-1166reportedpublic record, Form ADV, Mar 19, 2026
- Contact form
- CAMBRIDGEADVISORS.NET/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- CAMBRIDGEADVISORS.NET/about/meet-the-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $173Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026