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Kamps, Inc. (Tustin)


Kamps, Inc. is a large advisory firm based in Tustin. It manages $168.56 million of regulatory assets for 889 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Hawaii, Texas, and Washington.

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Kamps provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kamps: assets under management

The assets under management (AUM) of Kamps, Inc. is $168.56 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $168.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $189.61 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kamps, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Rod Hundley Kamps Beneficiary to the trust 1 Jun 2002 75% - 100% 2293492
Kamps 2002 Family Trust Owner 1 Sep 2011 75% - 100% xxx-xx-xxxx

Based in Tustin

The principal office where Kamps, Inc. performs its advisory services is located at 1432 Edinger Avenue, Tustin, CA 92780, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-526-7726 or by fax 714-597-6518. The normal business hours are 8:30am-5:00pm, lunch: 1:00pm-1:30pm on Monday - Friday. You can find more information about the New York firm at financialadvisorsnetwork.net.


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