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 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
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%
Contacts
3 of 4CHRISTIAN CAMERON
Investment Adviser RepresentativeCRD 7827724
JONATHAN CAMERON
Founder & PrincipalCRD 5301972
GLENN DOWNING
Founder & PrincipalCRD 3085082
Wealth 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
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