Camston Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 307634
- Website
- camstonmgmt.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Equities58%
- Cash & Cash Equivalents42%
Contacts
1 of 1Beau Fruechtenicht
Managing MemberCRD 5296479
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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