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Camarda Financial Advisors LLC
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CRD # | 113784 |
SEC # | 801-61028 |
CIK # | 0001536444 |
AUM | $282.2 MM (2023-03-31) |
Employees | 16 (44% Investors, 0% Brokers) |
Phone | 904-278-1177 |
Address | 4371 US Highway 17 South Fleming Island, FL 32003 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GLD | 4.9 | ||
NVDA | 399,550.0 | 2.8 | |
AAPL | 2,382,844.0 | 2.0 | |
MELI | 33,501.4 | 2.0 | |
GOOGL | 1,475,138.5 | 1.8 | |
BKNG | 74,682.6 | 1.8 | |
FXY | 1.8 | ||
MRK | 232,371.9 | 1.8 | |
RS | 10,707.7 | 1.5 | |
FDX | 62,226.1 | 1.5 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 298 | 100.8 |
(b) Individuals (high net worth individuals) | 92 | 176.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 4.8 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,249 | 282.2 |
By Discretionary | ||
Discretionary | 1,217 | 275.4 |
Non-Discretionary | 32 | 6.8 |
Total | 1,249 | 282.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 282.2 | |
Total | 1,249 | 282.2 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001536444] |
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---|---|---|
GP Leach Securities LLC
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TX | 0.3 |
KG&L Capital Management LLC
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LA | 0.3 |
Financial Advantage Inc
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MD | 0.3 |
Colton Groome Financial Advisors LLC
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NC | 0.3 |
Litton Financial LLC
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CA | 0.3 |
Jurika Mills & Keifer LLC
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CA | 0.3 |
Instrumental Wealth LLC
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FL | 0.3 |
Family Asset Management LLC
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SC | 0.3 |
Encompass Wealth Advisors LLC
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OR | 0.3 |
Seascape Capital Management LLC
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NH | 0.3 |