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 $325.3 M (2025-07-16)
Employees 20 (45% Investors, 0% Brokers)
Phone904-278-1177
Address4371 Hwy 17 201
Fleming Island, FL 32003
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
3502802101407002002201020182026
CIK Period
0001536444
Sector Form 13F Holdings Value ($M)
Broadcom Inc 6.1
CrowdStrike Holdings Inc 5.5
Apple Inc 4.6
Microsoft Corp 3.9
Amazon Com Inc 3.6
SPDR Gold Trust 3.4
Alphabet Inc 3.2
Palantir Technologies Inc 3.2
J P Morgan Chase & Co 3.1
Goldman Sachs Group Inc 3.0
Facebook Inc 3.0
Ares Management LP 2.7
Costco Wholesale Corp /NEW 2.7
Lam Research Corp 2.6
Walt Disney Co 2.6
VISA Inc 2.5
Micron Technology Inc 2.5
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 225 96.1
(b) Individuals (high net worth individuals) 96 158.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 5.7
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 22 65.0
(n) Other 0 0.0
Total 1,106 325.3
By Discretionary
Discretionary 1,094 316.5
Non-Discretionary 12 8.8
Total 1,106 325.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 325.3
Total 1,106 325.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001536444]
Comparable Firms State AUM ($B)
Ashworth Wealth LLC
UT 0.3
Olistico Wealth LLC
OK 0.3
Duvarney Craig Douglas
0.3
RF&L Wealth Management LLC
MA 0.3
BDFS Capital LLC
DE 0.3
Essential Partners LLC
CA 0.3
Financial Advisory Partners LLC
FL 0.3
Carter Financial Group Inc
IL 0.3
Busey Capital Management Inc
IL 0.3
BDT & Associates Inc
AZ 0.3
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