Camarda Wealth Advisory Group

RIASEC RegisteredEst. 2002
Total AUM
$315M
Discretionary
$305M
97% of AUM
Avg account
$340K
Accounts
928
Employees
17
Advisory reps
12

Firm details

Headquarters
Fleming Island, Florida
CRD number
113784
Registered since
April 2, 2002
Website
camarda.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI50.7%
  • Individuals27.34%
  • Corporations / Businesses19.97%
  • Pension & Profit Sharing Plans2%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Camarda Wealth Advisory Group is an independent registered investment adviser organized as an LLC and on the SEC register since 2002. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management across individuals, small businesses and institutions, and pension consulting. Fee arrangements include percentage-of-assets, hourly billing and fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 8%, State & Local Bonds 3%, Private Funds 2%, Other 2%69%
  • Exchange Traded Equities69%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents8%
  • State & Local Bonds3%
  • Private Funds2%

Owners & executives

2 of 2
  • Jeffrey Camarda

    Jeffrey Camarda

    CEO And Chairman Of The BoardCRD 1321857

  • Ashley Chernick

    Ashley Chernick

    Chief Compliance OfficerCRD 4885159

Contacts

3 of 10
  • Jeffrey Camarda

    Jeffrey Camarda

    Business Development OfficerCRD 7976867

  • Karle Simmons

    Investment Advisor RepresentativeCRD 2953520

  • Niklas Brusen

    Niklas Brusen

    InternCRD 8190121

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 75

Active vs passive

$177M in ETFs

Passive

78%

$137M

Active

19%

$39.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES US BASIC MATERIALS ETF (IYM)BlackRockPassiveNatural Resources$20.3M112,98411.48%
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Location

Primary office

Fleming Island, FL

Clay

Location

Fleming Island, FL

Headquartered in Fleming Island, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Clay
Address
4371 Us Highway 17
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth