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.
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SEC-registered adviser
C•••••• C••••••• L••
Latest filing Jul 31, 2026
First filing on the tape Apr 22, 2026 · 3 filings
SEC status approved since Apr 2, 2026
RAUM
$165M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
92%
$152M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$41.4M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$165M as of Jul 31, 2026
Apr 22, 2026$0 then
HNW client RAUM$136M as of Jul 31, 2026
Apr 22, 2026$0 then
State-registered IARs (5.B.3)4 as of Jul 31, 2026
Apr 22, 20264 then
Employees (5.A)4 as of Jul 31, 2026
Apr 22, 20264 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $41.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 22derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.9MderivedHNW RAUM over HNW clients
- Average account
- $656,631derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 7.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 0.8derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, 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
- High-net-worth individuals$136M82%
- Individuals$15.7M9.5%
- Charitable organizations$13.0M7.9%
- Other investment advisers$348,9280.2%
- Corporations and businesses$277,1900.2%
- Individual clients
- 61reported
- HNW clients
- 28reported
- Pension plan clients
- 0reported
- Charitable clients
- 2reported
- Accounts
- 252reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.08 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 |
|---|---|---|---|---|
| D•••• B••• R••• | Wheaton, Il | Apr 7, 2026 | 11 y | 4 |
| S••••• J•••• H•••• | Naples, Fl | Apr 22, 2026 | 12 y | 1 |
| A••••• P••• A••••• K•••• | Wheaton, Il | Apr 22, 2026 | 12 y | 0 |
| J••••••• J••••• Y• | Naples, Fl | Apr 22, 2026 | 10 y | 0 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- S••••• J•••• H•••• from S•••••• F••••• O•••••• L••Apr 22, 2026 · RIA to a newly registered adviser
- D•••• B••• R••• from S•••••• F••••• O•••••• L••Apr 7, 2026 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- R•••• D••••• B••• · Cco And Managing Membercontrolsince 02/2026 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Naples, Fl · principal | 4 | 4 | 0 | ||
| Wheaton, Il | 4 | 4 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 0 to 252May 26, 2026 to Jul 31, 2026
- Charity clients · 0 to 2May 26, 2026 to Jul 31, 2026
- Corporate clients · 0 to 1May 26, 2026 to Jul 31, 2026
- HNW clients · 0 to 28May 26, 2026 to Jul 31, 2026
- Individual clients · 0 to 61May 26, 2026 to Jul 31, 2026
- Discretionary RAUM · $0 to $165MMay 26, 2026 to Jul 31, 2026
- HNW RAUM · $0 to $136MMay 26, 2026 to Jul 31, 2026
- Individual RAUM · $0 to $15.7MMay 26, 2026 to Jul 31, 2026
- RAUM · $0 to $165MMay 26, 2026 to Jul 31, 2026
Signals
No event on the tape.
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
- Website
- cambiercapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (239) 289-1218reportedpublic record, Form ADV, Jul 31, 2026
- Contact form
- cambiercapital.com/contactreportedpublished by the firm, firm site, Sep 16, 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
- $41.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026