Cambridge Capital Management, LLC

EST. AUM
$457,811,293

CONTACTS

CLIENT ACCOUNTS
984

Firm Details

Metro area Chicago
CRD Number 110932
Website cambridgecapitalmgt.com
Client types

Overview

Cambridge Capital Management, LLC is an independent, pure fee-only registered investment adviser founded in 1999 and headquartered in O’Fallon, Illinois, with an additional appointment-only office in St. Louis, Missouri. Operating under a strict fiduciary standard, the firm provides personalized discretionary wealth management, ongoing portfolio oversight, and comprehensive financial lifecycle planning to individuals, high-net-worth families, and pension programs. Led by Managing Member and sole owner Nathaniel W. Klitzing, the firm develops highly customized investment strategies aligned with clients’ lifestyle goals and core values. Its approach emphasizes conflict-free advice and utilizes globally diversified portfolios built primarily with low-cost, index-based ETFs and institutional mutual funds, supported by detailed cash flow and tax optimization analysis.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cambridge Capital Management, LLC

Platform Details

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