CAMCO, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154689
- Website
- www.camdenasset.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.88%
- Individuals26.12%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Camco, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm manages client assets on a discretionary basis and shows a clear preference for equities as its primary allocation. Investment activity centers on exchange-traded securities and mutual funds, with supplemental exposure to third-party alternative managers in real estate, commodities and oil & gas. Camco does not position itself as an ESG investor and is structured to deliver personalized wealth management rather than broad institutional solutions. The business model is consistent with a boutique RIA: a handful of high-balance clients, concentrated discretionary mandates and a percentage-of-AUM fee schedule. That structure supports active equity management and selective use of external alternative managers to complement public market exposure.
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1EDWARD TUGGLE
PrincipalCRD 3155442
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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