Camston Asset Management, LLC

RIASEC Registered
Total AUM
$908K
Discretionary
$898K
99% of AUM
Avg account
$454K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
307634
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Camston Asset Management, LLC is a small, single-office registered investment adviser organized as an LLC and run by an individual owner. The firm provides portfolio management services primarily for individuals and small businesses and charges fees as a percentage of assets under management. Its advisory approach emphasizes exchange-traded equities and SMA-style equity allocations, with discretionary mandates making up the vast majority of assets under management. The firm is not an active ESG investor, is not multi-state, and does not position itself as a pension consultant or a capital allocator. Camston maintains an industry affiliation as a real estate broker, which suggests the firm can advise on or facilitate real estate-related investments alongside its portfolio services. Given the modest scale of reported assets, the firm operates as a boutique practice focused on hands-on management of a small number of accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Exchange Traded Equities 58%, Cash & Cash Equivalents 42%58%
  • Exchange Traded Equities58%
  • Cash & Cash Equivalents42%

Contacts

1 of 1
  • Beau Fruechtenicht

    Managing MemberCRD 5296479

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth