Camden Wealth Advisors LLC

RIASEC RegisteredEst. 2009

Total AUM

$366M

Discretionary

$362M

99% of AUM

Avg account

$699K

Accounts

524

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 148518
Registered since: March 9, 2009
Website: www.camdenwealthadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI93.14%
Pension & Profit Sharing Plans3.52%
Individuals3.34%
Other Investment Advisers0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Camden Wealth Advisors LLC is an independent, SEC‑registered advisory firm organized as an LLC and operating since 2009. The firm serves both individual/family clients and institutional investors, and bills clients using AUM fees, fixed fees and other fee arrangements. Its advisory capabilities include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Camden also operates as an insurance broker and identifies itself as a capital allocator. The firm does not position itself as an active ESG investor and is not listed as a multi‑state adviser.