9AT: CAMBRIDGE FINANCIAL GROUP, INC.

Adviser Profile

As of Date	03/19/2026
Registration	SEC, Approved, 03/14/1986
ADV Location	COLUMBUS, OH, United States
Contact Info	614 xxxxxxx
Websites

AUM^*	331,311,024 28%
of that, discretionary	331,311,024 28%
Number of Employees	6
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	1,041,859 -11%
% High Net Worth	20.44% 33%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CHARLES FISH INVESTMENTS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM331.3m	#Funds-
Adviser CANNELL & CO.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.6b	#Funds-
Adviser GLOBAL STRATEGIC NEXTGEN OCIO	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.6b	#Funds-
Adviser LYONS WEALTH MANAGEMENT	Hedge Fund4.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.8m	AUM109.1m	#Funds1
Adviser 4THOUGHT FINANCIAL GROUP INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM214.3m	#Funds-
Adviser ADVISOR SHARE WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM376.9m	#Funds-
Adviser SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM18.9m	#Funds-
Adviser CENTER STREET ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM336.0m	#Funds-
Adviser PLAN FINANCIAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM195.4m	#Funds-
Adviser MORRIS & WELLS WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM987.9m	#Funds-

Brochure Summary

Overview

Cambridge Financial Group, Inc. (“Cambridge”) was formed as an Ohio corporation in 1986. The principal owners of Cambridge Financial Group, Inc. are Gregory J. Bauer and Earl V. “Buck” Newsome, Jr. Cambridge Financial Group, Inc. does not have a parent company or intermediate subsidiaries. Our principal business is to provide investment advice and services to our clients who are typically individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Cambridge Financial Group, Inc. utilizes a specific investment strategy, which is used to manage client portfolios when deemed appropriate for the client’s risk profile and investment objectives. Cambridge Financial Group, Inc. utilizes an array of investment vehicles including, but not limited to: equity securities, exchange-traded funds, and United States government securities. Depending on the particular investment portfolio and/or investment strategy, Cambridge employs a variety of security analysis methods including charting, quantitative, fundamental, and technical analysis. We also consult a wide range of information to analyze and execute investment strategies, such as: financial newspapers and magazines, third-party research materials, annual reports, prospectuses, regulatory filings, press releases and the internet.

The minimum account size is $100,000. There currently is no maximum. Cambridge Financial Group, Inc. manages client assets on a discretionary basis. As of December 31, 2023, Cambridge managed $258,106,425 client assets on a discretionary basis. Cambridge Financial Group participates in a single contract wrap fee program sponsored by Stifel, Nicolaus & Company. Cambridge participates in dual contract wrap fee programs sponsored by Fidelity Investments, Janney Montgomery Scott, Morgan Stanley, Oppenheimer, RBC Capital Markets, Raymond James, Charles Schwab, UBS Financial Services, and Wells Fargo Advisors. Within these programs, Cambridge is one of several investment managers that are offered by the individual firms to those clients who are interested in all-inclusive fee arrangement. The investment strategy utilized by Cambridge, as well as that of all the other managers in the program, is presented to the client for their consideration. The individual brokerage firm shares in the marketing and servicing of the client. In exchange, the fee paid to Cambridge is a reduction to the stated fee schedule. The overall wrap fee is negotiable. The fee paid to Cambridge is between ½ and ¾ of 1% of the assets under management. Further information regarding these wrap-fee programs can be obtained from the sponsors listed above.

CAMBRIDGE FINANCIAL GROUP, INC.

CAMBRIDGE FINANCIAL GROUP, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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CAMBRIDGE FINANCIAL GROUP, INC. CAMBRIDGE FINANCIAL GROUP, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

CAMBRIDGE FINANCIAL GROUP, INC.

CAMBRIDGE FINANCIAL GROUP, INC.