Camerondowning, Inc.

RIAState 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 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

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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%

Owners & executives

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Contacts

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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