Nathaniel Klitzing
Cambridge Capital Management · O'Fallon, Illinois
Nathaniel Klitzing is a fee-only financial advisor at Cambridge Capital Management in O'Fallon, Illinois, who holds the CFP credential. Cambridge Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cambridge Capital Management |
|---|---|
| Based in | O'Fallon, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $457.8M across 984 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, MO, TX · CRD 4658345 |
| Exams passed | Series 63 (2004) · Series 66 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.camcapmgt.com |
How Nathaniel's firm compares
- Cambridge Capital Management's average account is about $465,000, from its Form ADV (assets managed divided by 984 accounts).
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Questions about Nathaniel
Is Nathaniel Klitzing a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel holds no broker registration, and Cambridge Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathaniel charge for financial advice?
Nathaniel's firm, Cambridge Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathaniel Klitzing based?
Nathaniel Klitzing is based in O'Fallon, Illinois.
What credentials does Nathaniel Klitzing hold?
Nathaniel Klitzing holds the CFP credential.
Is Nathaniel Klitzing registered with the SEC?
Yes. Nathaniel Klitzing is registered as an investment adviser representative in IL, MO and TX (CRD 4658345), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cambridge Capital Management manage?
Cambridge Capital Management reports $457.8M across 984 accounts in assets under management.
How do I contact Nathaniel Klitzing?
Through Nathaniel's website, www.camcapmgt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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