Cambridge Financial Advisors, LLC

Public-record details

Address

339 E Highway 50, Suite 104, Salida, CO 81201

Phone

(719) 539-1040

Listed under

Financial planning, Flat / fixed fees

CRD number

118314

Registration

State registered: CO, FL, KY, OH, WI

Compensation (Form ADV 5.E)

Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Clients reported (Form ADV 5.D)

197

Individual / high-net-worth clients

153 / 44

Employees

4

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-02-03

State registered (CO, FL, KY…) investment adviser, CRD 118314, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 118314 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.