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| Keyboard |
| Camden Wealth Advisors LLC
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|---|---|
| CRD # | 148518 |
| SEC # | 801-70004 |
| CIK # | |
| AUM | 366.3 M (2026-03-26) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 713-341-5312 |
| Address | 1707 1/2 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 12.2 |
| (b) Individuals (high net worth individuals) | 96 | 341.2 |
| (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 | 6 | 12.9 |
| (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 | 524 | 366.3 |
| By Discretionary | ||
| Discretionary | 518 | 362.5 |
| Non-Discretionary | 6 | 3.8 |
| Total | 524 | 366.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.3 | |
| United States Persons | 357.0 | |
| Total | 524 | 366.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Switchpoint Financial Planning LLC
✚
|
UT | 367.1 M |
|
ODER Investment Management LLC
✚
|
CA | 366.7 M |
|
M E Allison & Co Inc
✚
|
TX | 366.4 M |
|
Sharper & Granite LLC
✚
|
CA | 366.4 M |
|
Financial Life Advisors LLC
✚
|
TX | 366.3 M |
|
Homage Wealth Group LLC
✚
|
TX | 366.2 M |
|
Royal Oak Financial Advisors LLC
✚
|
MI | 366.1 M |
|
North Capital Inc
✚
|
UT | 365.8 M |
|
Inflection Capital Management LLC
✚
|
CA | 365.6 M |
|
Asset Planning Services Inc
✚
|
LA | 365.6 M |