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.
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 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.
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.
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.
You can reach the main office by calling the phone number 704-731-5420 or by fax 704-362-3626. The normal business hours are 9am - 5pm on Monday - Friday.