Camarda Financial Advisors LLC

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Assets, Funds, Holdings

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Camarda Financial Advisors LLC
CRD #113784
SEC #801-61028
CIK #0001536444
AUM $282.2 MM (2023-03-31)
Employees 16 (44% Investors, 0% Brokers)
Phone904-278-1177
Address4371 US Highway 17 South
Fleming Island, FL 32003
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
3002401801206002001200820162024
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 ($MM)
2502001501005002011201520192024
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001536444]
Comparable Firms State AUM ($BB)
GP Leach Securities LLC
TX 0.3
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LA 0.3
Financial Advantage Inc
MD 0.3
Colton Groome Financial Advisors LLC
NC 0.3
Litton Financial LLC
CA 0.3
Jurika Mills & Keifer LLC
CA 0.3
Instrumental Wealth LLC
FL 0.3
Family Asset Management LLC
SC 0.3
Encompass Wealth Advisors LLC
OR 0.3
Seascape Capital Management LLC
NH 0.3
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