CAMERONDOWNING, INC.

RIASEC Registered
Total AUM
$40.5M
Discretionary
$40.5M
100% of AUM
Avg account
$220K
Accounts
184
Employees
4
Advisory reps
4

Firm details

Headquarters
MIAMI, Florida
CRD number
172258
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals51.05%
  • HNWI47.48%
  • Charitable Organizations1.46%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Camerondowning, Inc. is an independent registered investment adviser that manages a concentrated book of individual, family and institutional clients. The firm operates as a capital allocator, blending traditional asset management with access to third-party alternative strategies. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee options. Investment activity emphasizes pooled public vehicles as the primary implementation tool while retaining the ability to allocate to private and niche strategies for yield and diversification. The firm is not an active ESG investor and does not identify as a multi-state adviser. It lists a law firm among its industry affiliations, which may reflect a client or service relationship rather than a broker/dealer tie.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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: Public Funds/Mutual Funds 87%, Investment Grade Corp Bonds 10%, Exchange Traded Equities 2%, Cash & Cash Equivalents 1%87%
  • Public Funds/Mutual Funds87%
  • Investment Grade Corp Bonds10%
  • Exchange Traded Equities2%
  • Cash & Cash Equivalents1%

Contacts

3 of 4
  • CHRISTIAN CAMERON

    Investment Adviser RepresentativeCRD 7827724

  • JONATHAN CAMERON

    Founder & PrincipalCRD 5301972

  • GLENN DOWNING

    Founder & PrincipalCRD 3085082

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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

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
101 NW 8th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth