Camerondowning, Inc.
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 172258
- Website
- www.cameron-downing.com
- 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
FINTRXOverview
Camerondowning, Inc. is a Florida-based, independently operated registered investment adviser organized as a corporation and owned by an individual. The firm positions itself as a capital allocator serving both high-net-worth individuals/families and institutional clients. Its business model combines advisory and educational services — including financial planning, portfolio management for individuals and small businesses, pension consulting-related activity, manager selection, and seminars/workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and other structures. The firm does not identify as an active ESG investor and maintains an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Investment Grade Corp Bonds10%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
BG Advisors
RIAMiami, FL
Eternal Capital, LLC
RIAMiami, FL
Zink Wealth Solutions LLC
RIAMiami, FL
Galapagos Global Capital Management LLC
RIAMiami, FL
Holistic Asset Management, LLC
RIAMiami, FL
Bull Market Investment Management, Inc.
RIAMiami, FL