Cambridge Capital Management, LLC

Cambridge Capital Management, LLC (CRD# 110932) is a financial advisory firm headquartered in O'Fallon, IL. They manage $125,886,000 in 709 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    709
    ACCOUNTS
  • Average Account Value
    $177,554
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MO, TX

Financial Advisors at Cambridge Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Nathaniel W. Klitzing
CRD#: 4658345
852 Cambridge Boulevard, Suite 300, O'Fallon, IL 62269
103
Wealthminder
score
Nathaniel Klitzing (CRD# 4658345) is an Investment Advisor Representative working at Cambridge Capital Management, LLC in O'Fallon, IL and has over 11 years of experience in the finance industry. Nathaniel Klitzing has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Kenneth R. Diel
CRD#: 3192724
852 Cambridge Blvd, Suite 100, O'Fallon, IL 62269
93
Wealthminder
score

Kenneth Diel (CRD# 3192724) is an Investment Advisor Representative working at Cambridge Capital Management, LLC in O'Fallon, IL and has over 17 years of experience in the finance industry.

3
Zachary J. Joiner
CRD#: 5631960
852 Cambridge Boulevard, Suite 300, O'Fallon, IL 62269
90
Wealthminder
score

Zachary Joiner (CRD# 5631960) is an Investment Advisor Representative working at Cambridge Capital Management, LLC in O'Fallon, IL and has over 4 years of experience in the finance industry.

4
Matthew J. Hawk
CRD#: 5592737
852 Cambridge Boulevard, Suite 300, O'Fallon, IL 62269
68
Wealthminder
score

Matthew Hawk (CRD# 5592737) is an Investment Advisor Representative working at Cambridge Capital Management, LLC in O'Fallon, IL and has over 8 years of experience in the finance industry.

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