Cameron Advisors, LLC

RIASEC Registered
Total AUM
$40M
Discretionary
$40M
100% of AUM
Avg account
$800K
Accounts
50
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154815
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals70%
  • HNWI30%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Cameron Advisors, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to wealth management, catering to the unique needs of its clients. With a commitment to transparency, Cameron Advisors charges fees based on a percentage of assets under management and hourly rates, ensuring clients understand the costs associated with their advisory services.

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: Non-Exchange Traded Equities 75%, Exchange Traded Equities 20%, Cash & Cash Equivalents 5%75%
  • Non-Exchange Traded Equities75%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Thomas Cameron

    Thomas Cameron

    PresidentCRD 2786695

Wealth teams

FINTRX

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth