Cambium Capital Management, LLC (Charlotte)

Cambium Capital Management, LLC is a large advisory firm based in Charlotte. It manages $25 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2004.

Cambium Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cambium Capital Management: assets under management

The assets under management (AUM) of Cambium Capital Management, LLC is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cambium Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cambium Capital Management, LLC

Robert White Deaton has served as the Chief Investment Officer since 1 Jul 2002 and Thomas Meares Young is the Chief Executive Officer of Cambium Capital Management, LLC family office. Jane Hudson Caldwell joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert White Deaton	Chief investment officer	1 Jul 2002	25% - 50%	1516958
Thomas Meares Young	Chief executive officer	1 Jul 2002	25% - 50%	1196494
Robert Louis Kreidler	Chief financial officer	1 Jul 2002	25% - 50%	2484874
Jane Hudson Caldwell	Chief financial officer	1 Feb 2005	Other	5101869

Based in Charlotte

The principal office where Cambium Capital Management, LLC performs its advisory services is located at 6805 Morrison Boulevard, Charlotte, NC 28211, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.