CAMARDA WEALTH ADVISORY GROUP

RIASEC RegisteredEst. 2002
Total AUM
$315M
Discretionary
$305M
97% of AUM
Avg account
$340K
Accounts
928
Employees
17
Advisory reps
13

Firm details

Headquarters
Fleming Island, Florida
CRD number
113784
Registered since
April 2, 2002
Website
camarda.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI50.7%
  • Individuals27.34%
  • Corporations / Businesses19.97%
  • Pension & Profit Sharing Plans2%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Camarda Wealth Advisory Group is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2002. The firm serves both individual and family clients as well as institutional relationships and offers a mix of financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Its fees include asset-based charges as well as hourly and fixed-fee arrangements. Camarda reports a preference for equities and is not positioned as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 8%, State & Local Bonds 3%, Private Funds 2%, Other 2%69%
  • Exchange Traded Equities69%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents8%
  • State & Local Bonds3%
  • Private Funds2%

Owners & executives

2 of 2

  • JEFFREY CAMARDA

    CEO And Chairman Of The BoardCRD 1321857

  • ASHLEY CHERNICK

    Chief Compliance OfficerCRD 4885159

Contacts

3 of 11

  • Jeffrey Camarda

    Business Development OfficerCRD 7976867

  • KARLE SIMMONS

    Investment Advisor RepresentativeCRD 2953520

  • Niklas Brusen

    InternCRD 8190121

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 68

Active vs passive

$96.4M in ETFs

Passive

65%

$62.8M

Active

28%

$33.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANECK MERK GOLD ETF (OUNZ)VanEckPassiveCommodities Focused$3.6M80,5033.76%
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Location

Primary office

Fleming Island, FL

CLAY

Location

Fleming Island, FL

Headquartered in Fleming Island, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
CLAY
Address
4371 US Highway 17
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth