CAMACHO CAPITAL PLANNING ADVISORS LLC

Overview

Camacho Capital Planning Advisors LLC is an independent, owner-operated LLC that provides financial planning and portfolio management services primarily for individuals, families and small-business clients. The firm charges both percentage-of-AUM and fixed fees and positions itself as a hands-on advisory practice rather than a multi-state or institutional capital allocator. Its advisory scope emphasizes traditional financial planning and discretionary and non-discretionary portfolio oversight for individual and small-business relationships. The firm is not an active ESG investor and lists business affiliations with an accountant and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices