C

Cambier Capital, LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

About

2642 Capital, LLC is in the process of registering as an SEC-registered investment adviser and reports $0 in regulatory assets under management as of this filing. The firm offers wealth management and investment management services, family office services for high-net-worth and business-owner clients, and advice regarding unaffiliated private investment funds for a range of clients including individuals (including high-net-worth), trusts, estates, charitable organizations, corporations and other business entities.

The firm generally employs a long-term investment approach, constructing portfolios primarily with mutual funds, ETFs, individual stocks and fixed income while using fundamental and technical analysis and a factor framework to tilt between value and growth. Adviser may also hire independent third-party managers, provide initial and ongoing due diligence on private funds (on a non-discretionary basis), and treats cash as an asset class with documented cash-sweep and valuation practices.

Noteworthy aspects of the brochure include an explicit family office offering and a stated ability to work with or recommend other advisers and independent managers, together with a role in recommending private investment funds—services that are less common for many pooled-asset managers. The firm also discloses operational features such as procedures to mitigate cash-sweep yield dispersion, a disclosed financial incentive related to encouraging retirement-plan rollovers, and cybersecurity/privacy processes under Regulation S‑P.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments Tax-loss harvesting Business succession planning

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Fee options

Fixed

Financial planning or consulting services may be charged on a fixed fee basis; fees are negotiable.

Commissions

Certain supervised persons offer insurance products under a separate commission-based arrangement.

Project-based

Hourly advice fees are negotiable, as part of financial planning or consulting services.

Subscriptions

Ongoing fixed fee for subscription services; fees are negotiable and billed monthly or annually depending on arrangement.

Other

Fee-only: Financial planning or consulting services may be charged on a fixed fee basis; fees are negotiable and can be charged for a financial plan or hourly advice.

Main office location

Cambier Capital, LLC

5301 34 Th Avenue Se

Naples FL 34117, United States

Number of offices

5

Most active in

Florida · Illinois

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Samuel H

Series 63, Series 66

Wheaton, IL

Cambier Capital, LLC

Samuel Hardy is a financial advisor at Stenger Family Office, LLC in Naperville, IL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at PT Asset Management, Performance Trust Capital Partners, Foreside Fund Services, Innovator Capital Management, and Envestnet. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $520 million through an eight-person advisory team, utilizing proprietary and model portfolios alongside customized ETF and fixed-income allocations with a tax-aware approach to portfolio management.

Wealth management Private / alternative investments Tax-loss harvesting Business succession planning
user avatar

Darin R

Series 66

Wheaton, IL

Cambier Capital, LLC

Darin Roth is a financial advisor at Stenger Family Office, LLC in Naperville, IL, holding a Series 66 designation with 10 years of industry experience. He previously worked at Guggenheim Partners and Morgan Stanley Private Bank. Roth is a co-founder and operations manager of Stenger Tax Advisory LLC, a licensed CPA firm focused on tax planning and preparation. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $520 million through an eight-person advisory team and employs a tax-aware investment approach that includes proprietary model portfolios, factor analysis, and ongoing due diligence.

Wealth management Private / alternative investments Tax-loss harvesting Business succession planning
user avatar

Austin K

Series 63, Series 66

Wheaton, IL

Cambier Capital, LLC

Austin Kight is a financial advisor at Cambier Capital, LLC with experience spanning several firms since 2014, including roles at 2642 Capital, ALPS Distributors, PT Asset Management, Performance Trust Capital Partners, Innovator Capital Management, Foreside Fund Services, and Weber Shandwick. He holds Series 63 and Series 66 designations. 2642 Capital, LLC is registering as an SEC-registered investment adviser and provides wealth management, family office, and private fund advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach using mutual funds, ETFs, stocks, and fixed income, incorporating both fundamental and technical analysis with a factor framework to tilt between value and growth.

Wealth management Private / alternative investments Tax-loss harvesting Business succession planning
user avatar

Jeremiah Y

Series 63, Series 66

Wheaton, IL

Cambier Capital, LLC

Jeremiah Yi is a financial advisor with Cambier Capital, LLC in Wheaton, IL. He holds Series 63 and Series 66 designations. 2642 Capital, LLC, the firm with which he is associated, is in the process of registering as an SEC-registered investment adviser. The firm provides wealth management, family office, and investment management services, serving high-net-worth individuals, trusts, estates, and other entities with a long-term investment approach that includes mutual funds, ETFs, individual stocks, and fixed income.

Wealth management Private / alternative investments Tax-loss harvesting Business succession planning
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