Earl Newsome is a registered investment advisor at Cambridge Financial Group, INC., based in Columbus, OH, with 26 years of industry experience. Earl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 308 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
4100 Horizons Drive, Suite 200, Columbus, OH, 43220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Earl is a 50% owner of Encompass Capital Management, LLC, an Ohio-based Registered Investment Advisor (RIA). This activity is investment-related and likely takes about half of Earl's time.
Employment History
Current Registrations
Cambridge Financial Group, INC.
State Registrations1 state
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