CAMDEN WEALTH ADVISORS LLC

RIASEC RegisteredEst. 2009

Total AUM

$366M

Discretionary

$362M

99% of AUM

Avg account

$699K

Accounts

524

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 148518
Registered since: March 9, 2009
Website: www.camdenwealthadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI93.14%
Pension & Profit Sharing Plans3.52%
Individuals3.34%
Other Investment Advisers0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Camden Wealth Advisors LLC is an independent, SEC-registered investment adviser formed in 2009 and structured as a limited liability company under individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, and acts as a capital allocator that engages third-party managers. Its fee arrangements include percentage-of-AUM billing as well as fixed and other fee structures. Camden combines advisory work with insurance brokerage activity and offers a mix of financial planning and portfolio management services for individuals, small businesses and institutional clients, along with pension consulting and the selection of outside advisers. The firm does not identify itself as an active ESG investor.