Advisor at Cambridge Financial Group, Inc.
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Firm
Cambridge Financial Group, Inc.
Location
Columbus, OH 43220
Credentials
Series 63, Series 65
Industry experience
26 years
Earl Newsome is a financial advisor with Cambridge Financial Group, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Compass Securities Corporation since 2014 and has been with Cambridge Financial Group since 1991. Newsome is a 50% owner of Encompass Capital Management, LLC, a registered investment adviser based in Ohio. Cambridge Financial Group provides discretionary portfolio management and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a quantitative investment approach focused on price-momentum and relative-value strategies primarily within the S&P 500 universe and manages approximately $315 million in discretionary assets.
Based on Cambridge Financial Group, Inc.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $100,000
4100 Horizons Drive, Suite 200
Columbus, OH 43220
Ohio
Compass Securities Corporation
2014 - Present (12 years)
Cambridge Financial Group, Inc.
1991 - Present (35 years)
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Is active or affiliated with:
Real estate agent
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
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Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
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