CAMCO, LLC

RIASEC Registered
Total AUM
$5.9M
Discretionary
$5.9M
100% of AUM
Avg account
$488K
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154689
Fee structure
Percentage of AUM
Client types
  • HNWI73.88%
  • Individuals26.12%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Camco, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm manages client assets on a discretionary basis and shows a clear preference for equities as its primary allocation. Investment activity centers on exchange-traded securities and mutual funds, with supplemental exposure to third-party alternative managers in real estate, commodities and oil & gas. Camco does not position itself as an ESG investor and is structured to deliver personalized wealth management rather than broad institutional solutions. The business model is consistent with a boutique RIA: a handful of high-balance clients, concentrated discretionary mandates and a percentage-of-AUM fee schedule. That structure supports active equity management and selective use of external alternative managers to complement public market exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • EDWARD TUGGLE

    PrincipalCRD 3155442

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth