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| Camden Wealth Advisors LLC
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|---|---|
| CRD # | 148518 |
| SEC # | 801-70004 |
| CIK # | |
| AUM | $323.2 MM (2024-03-09) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 713-341-5312 |
| Address | 1707 1/2 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 11.5 |
| (b) Individuals (high net worth individuals) | 90 | 259.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 9.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 498 | 280.0 |
| By Discretionary | ||
| Discretionary | 491 | 275.2 |
| Non-Discretionary | 7 | 4.7 |
| Total | 498 | 280.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.3 | |
| United States Persons | 273.6 | |
| Total | 498 | 280.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Family Asset Management LLC
✚
|
SC | 0.3 |
|
Cypress Capital Advisors LLC
✚
|
TN | 0.3 |
|
Rubey & RUST Capital Management LLC
✚
|
NV | 0.3 |
|
JDH Wealth Management LLC
✚
|
CA | 0.3 |
|
Accretive Wealth Partners LLC
✚
|
NJ | 0.3 |
|
Chapel Hill Investment Analysts Inc
✚
|
PA | 0.3 |
|
Jeffrey N Mehler CFP LLC
✚
|
CT | 0.3 |
|
Caldwell Advisors LLC
✚
|
TN | 0.3 |
|
O'Donnell Financial Services LLC
✚
|
CA | 0.3 |
|
Palumbo Wealth Management LLC
✚
|
NY | 0.3 |