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Camarda Wealth Advisory Group, LlLP (Fleming Island)


Camarda Wealth Advisory Group, LlLP is a large advisory firm based in Fleming Island. It manages $204.06 million of regulatory assets for 1,302 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, California, District of Columbia, and 11 other states.

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Camarda Wealth Advisory Group, L provides financial planning services, portfolio management for individuals and small businesses, 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.

Camarda Wealth Advisory Group, L: assets under management

The assets under management (AUM) of Camarda Wealth Advisory Group, LlLP is $204.06 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $200.05 million in discretionary accounts and $4.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $155.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $235.91 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Camarda Wealth Advisory Group, LlLP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. 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
As Trustee Of The Kimberly K. Camarda 2012 Irrevocable Trust Jeffrey M. Camarda Owner 1 Feb 2013 50% - 75% 46-6606321
As Trustee Of The Jeffrey M. Camarda 2012 Irrevocable Trust Kimberly K. Camarda Owner 1 Feb 2013 25% - 50% 46-6606285

Based in Fleming Island

The principal office where Camarda Wealth Advisory Group, LlLP performs its advisory services is located at 4371 Us Highway 17 South, Fleming Island, FL 32003, 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 904-278-1177 or by fax 904-278-1070. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.camarda.com.


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