CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Tank Allocator Loader

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

UUID44179f72-c488-599a-bab0-dd12b43766c8

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	134139	134139	—	1.0
sec_file_number	801-63930	801-63930	—	—

Profile

Websitehttps://www.instagram.com/cambridge.investment.research/

HQ CityFAIRFIELD

HQ StateIA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)102,413,096,032.0
RAUM (discretionary)94,759,475,156.0
Actionable assets51,732,208,403.0
Accounts438,414.0

Institutional Clients

Government AUM2,353,083,160.0
Pension AUM716,911,576.0
Charitable AUM10,611,759.0
HNW AUM48,651,601,908.0

As of 2025-03-28 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BELL, COLLEEN, MCGUIRE	PRESIDENT, INNOVATION AND EXPERIENCE, DIRECTOR	OFFICER	—	{"filing_id": "2014919", "owner_id": "5077188", "source": "adv_part1", "table": "Schedule_A_B"}
CAMBRIDGE INVESTMENT GROUP, INC.	SHAREHOLDER/HOLDING COMPANY	OFFICER	—	{"filing_id": "2014919", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ERIC AND KELLY SCHWARTZ CHARITABLE TRUST	SHAREHOLDER	OFFICER	—	{"filing_id": "2014919", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MILLER, SETH, AARON	PRESIDENT, ADVOCACY AND ADMINISTRATION, GENERAL COUNSEL, DIRECTOR	OFFICER	—	{"filing_id": "2014919", "owner_id": "5495508", "source": "adv_part1", "table": "Schedule_A_B"}
Robbins, Tammy, Ann	EXECUTIVE VICE PRESIDENT, CHIEF BUSINESS DEVELOPMENT OFFICER	OFFICER	—	{"filing_id": "2014919", "owner_id": "3125668", "source": "adv_part1", "table": "Schedule_A_B"}
SCHWARTZ FAMILY TRUST II	SHAREHOLDER	OFFICER	—	{"filing_id": "2014919", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SCHWARTZ, ERIC	TRUSTEE	OFFICER	—	{"filing_id": "2014919", "owner_id": "1203799", "source": "adv_part1", "table": "Schedule_A_B"}
SCHWARTZ, KELLY, A	TRUSTEE	OFFICER	—	{"filing_id": "2014919", "owner_id": "3109735", "source": "adv_part1", "table": "Schedule_A_B"}
VIVACQUA, JEFFREY, FRANCIS	PRESIDENT, GROWTH AND DEVELOPMENT, DIRECTOR	OFFICER	—	{"filing_id": "2014919", "owner_id": "2608892", "source": "adv_part1", "table": "Schedule_A_B"}
WEBBER, AMY, LYNN	CHIEF EXECUTIVE OFFICER, SECRETARY, DIRECTOR	OFFICER	—	{"filing_id": "2014919", "owner_id": "1812670", "source": "adv_part1", "table": "Schedule_A_B"}
Boen, Ryan	EVP, CHIEF FINANCIAL OFFICER	EMPLOYEE	—	{"filing_id": "2014919", "owner_id": "7842316", "source": "adv_part1", "table": "Schedule_A_B"}
Kuhlman, Richard, Henry	SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER	EMPLOYEE	—	{"filing_id": "2014919", "owner_id": "7076563", "source": "adv_part1", "table": "Schedule_A_B"}
ROLLINS, EDDIE, THOMAS	EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT	EMPLOYEE	—	{"filing_id": "2014919", "owner_id": "1523500", "source": "adv_part1", "table": "Schedule_A_B"}
Shafer, Andrea, Lynn	SENIOR VICE PRESIDENT, CHIEF SUPERVISION OFFICER	EMPLOYEE	—	{"filing_id": "2014919", "owner_id": "5448499", "source": "adv_part1", "table": "Schedule_A_B"}
STONE, CARLA, JEAN	FIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER	EMPLOYEE	—	{"filing_id": "2014919", "owner_id": "3193985", "source": "adv_part1", "table": "Schedule_A_B"}
YOUHN, STEPHEN, MICHAEL	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2014919", "owner_id": "1414691", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:34 • csv
```
{
  "date_submitted": "09/08/2025 10:52:03 PM",
  "filing_id": "2014919",
  "reg_type": "IA"
}
```