Hedge Fund Database

CAMARDA WEALTH ADVISORY GROUP

CAMARDA FINANCIAL ADVISORS , LLC Legal Name

Adviser information for CAMARDA WEALTH ADVISORY GROUP last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,179 $316.2M
Non-Discretionary 28 $15.0M
Total 1,207 $331.1M

Clients

Type Number RAUM
Individuals 279 $110.9M
HNW Individuals 105 $214.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 1 $5.5M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-61028
SEC ERA File Number 801-61028
SEC CIK Numbers 1536444
SEC CRD Numbers 113784
Legal Entity Identifier None

Principal Office

4371 US HIGHWAY 17 SOUTH
SUITE 201
FLEMING ISLAND
FL
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: 904-278-1177, Fax: 904-278-1070

Websites

www.twitter.com/camardawealth www.bestplanners.com www.wealthleader.org www.youtube.com/channel/uc3xkmnseokoezlp4epivv-a www.camarda.com www.facebook.com/camardawealthadvisorygroup/ www.camardafa.com

Chief Compliance Officer

ASHLEY HOWARD
4371 US HIGHWAY 17
SUITE 201
FLEMING ISLAND
FL
United States
Tel: 904-278-1177
(Full email address available in API data)

Regulatory Contact

KIMBERLY CAMARDA
PRESIDENT
4371 US HIGHWAY 17
SUITE 201
FLEMING ISLAND
FL
United States
Tel: 904 278 1177
Fax: 904 278 1070
(Full email address available in API data)

Industry Affiliates

CONSULTING SERVICES, INCLUDING TAX SERVICES, ACCOUNTING, ESTATE PLANNING, BUSINESS PLANNING, INSURANCE CONSULTING Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CAMARDA, JEFFREY, MICHAEL FRANKLIN Individual – CEO 09/1993 < 5%
CAMARDA, KIMBERLY, ANN Individual – PRESIDENT 09/1993 < 5%
SINGULARITY ONE, LLLP Domestic Entity – MEMBER 01/2013 > 75%
KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST Domestic Entity SINGULARITY ONE, LLLP MEMBER 02/2013 > 75%
CAMARDA, JEFFREY, MICHAEL FRANKLIN Individual KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST TRUSTEE 02/2013
HOWARD, ASHLEY, V. Individual – CHIEF COMPLIANCE OFFICER 12/2019 < 5%
SINGULARITY MANAGEMENT, LLC Domestic Entity SINGULARITY ONE, LLLP MEMBER 01/2013
CAMARDA, CLIFFORD, JONATHAN Individual – CHIEF INVESTMENT OFFICER 01/2022 < 5%

No. Employees, Historic

20100201920202021202220232024202516 on 4/8/201914 on 5/13/201914 on 5/24/201915 on 6/5/201915 on 6/12/201916 on 6/12/201915 on 6/13/201914 on 7/2/201914 on 7/18/201914 on 9/20/201913 on 12/10/201913 on 12/18/201913 on 3/20/202013 on 4/21/202013 on 4/27/202012 on 5/1/202012 on 5/18/202012 on 5/27/202012 on 7/10/202012 on 7/16/202012 on 10/20/202011 on 10/26/202011 on 11/20/202011 on 3/30/202113 on 12/9/202113 on 12/9/202114 on 3/31/202214 on 9/13/202214 on 11/3/202214 on 11/30/202214 on 11/30/202214 on 12/6/202214 on 12/13/202216 on 3/31/202316 on 7/3/202316 on 7/12/202316 on 9/20/202316 on 10/16/202317 on 3/29/2024

RAUM, Historic

400M200M02019202020212022202320242025211341019 on 4/8/2019211341019 on 5/13/2019211341019 on 5/24/2019211341019 on 6/5/2019211341019 on 6/12/2019211341019 on 6/12/2019211341019 on 6/13/2019211341019 on 7/2/2019211341019 on 7/18/2019211341019 on 9/20/2019211341019 on 12/10/2019211341019 on 12/18/2019244129436 on 3/20/2020244129436 on 4/21/2020244129436 on 4/27/2020244129436 on 5/1/2020244129436 on 5/18/2020244129436 on 5/27/2020244129436 on 7/10/2020244129436 on 7/16/2020244129436 on 10/20/2020244129436 on 10/26/2020244129436 on 11/20/2020213860368 on 3/30/2021213860368 on 12/9/2021213860368 on 12/9/2021263514959 on 3/31/2022263514959 on 9/13/2022263514959 on 11/3/2022263514959 on 11/30/2022263514959 on 11/30/2022263514959 on 12/6/2022263514959 on 12/13/2022282188843 on 3/31/2023282188843 on 7/3/2023282188843 on 7/12/2023282188843 on 9/20/2023282188843 on 10/16/2023331147948 on 3/29/2024

No. Clients, Historic

50025002019202020212022202320242025424 on 4/8/2019424 on 5/13/2019424 on 5/24/2019424 on 6/5/2019424 on 6/12/2019424 on 6/12/2019424 on 6/13/2019424 on 7/2/2019424 on 7/18/2019424 on 9/20/2019424 on 12/10/2019424 on 12/18/2019395 on 3/20/2020395 on 4/21/2020395 on 4/27/2020395 on 5/1/2020395 on 5/18/2020395 on 5/27/2020395 on 7/10/2020395 on 7/16/2020395 on 10/20/2020395 on 10/26/2020395 on 11/20/2020377 on 3/30/2021377 on 12/9/2021377 on 12/9/2021407 on 3/31/2022407 on 9/13/2022407 on 11/3/2022407 on 11/30/2022407 on 11/30/2022407 on 12/6/2022407 on 12/13/2022391 on 3/31/2023391 on 7/3/2023391 on 7/12/2023391 on 9/20/2023391 on 10/16/2023385 on 3/29/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 4M 21K –
AMAZON COM INC COM 4M 20K –
ANGEL OAK FUNDS TRUST INCOME ETF 2M 84K –
ANGEL OAK FUNDS TRUST OAK ULTRASHORT 6M 110K –
APPLE INC COM 5M 23K –
APPLIED MATLS INC COM 3M 12K –
ARES MANAGEMENT CORPORATION CL A COM STK 2M 18K –
BROADCOM INC COM 3M 2K –
CINTAS CORP COM 2M 3K –
CONSTELLATION ENERGY CORP COM 3M 13K –
COSTCO WHSL CORP NEW COM 3M 3K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 234K 7K –
DIREXION SHS ETF TR DIREXION 2X SHAR 380K 10K –
ELI LILLY & CO COM 303K 335 –
GOLDMAN SACHS GROUP INC COM 2M 5K –
HESS MIDSTREAM LP CL A SHS 2M 58K –
HOME DEPOT INC COM 212K 616 –
INNOVATOR ETFS TRUST US EQT ULTRA BF 899K 28K –
INNOVATOR ETFS TRUST US EQTY BUFR MAY 890K 23K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 898K 26K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 402K 2K –
INVESCO QQQ TR UNIT SER 1 14M 28K –
ISHARES TR 3 7 YR TREAS BD 570K 5K –
ISHARES TR GLOBAL EQUITY 2M 46K –
ISHARES TR CORE S&P MCP ETF 11M 194K –
ISHARES TR S&P MC 400GR ETF 11M 124K –
ISHARES TR S&P 500 GRWT ETF 14M 147K –
ISHARES TR 20 YR TR BD ETF 2M 21K –
ISHARES TR SHORT TREAS BD 10M 91K –
ISHARES TR PFD AND INCM SEC 870K 28K –
ISHARES TR GRWT ALLOCAT ETF 505K 9K –
ISHARES TR CONSER ALLOC ETF 658K 18K –
ISHARES TR IBOXX INV CP ETF 845K 8K –
ISHARES TR 10-20 YR TRS ETF 549K 5K –
ISHARES TR 7-10 YR TRSY BD 567K 6K –
JPMORGAN CHASE & CO. COM 2M 12K –
LAM RESEARCH CORP COM 3M 2K –
MARATHON PETE CORP COM 337K 2K –
MERCK & CO INC COM 2M 16K –
META PLATFORMS INC CL A 2M 5K –
MICROCHIP TECHNOLOGY INC. COM 2M 22K –
MICRON TECHNOLOGY INC COM 6M 43K –
MICROSOFT CORP COM 4M 8K –
NEOS ETF TRUST NEOS ENH INC 1-3 3M 59K –
NEOS ETF TRUST NASDAQ 100 HIGH 2M 33K –
NEOS ETF TRUST NEOS S&P 500 HI 4M 81K –
NEOS ETF TRUST NEOS ENHCD INME 2M 44K –
NEXTERA ENERGY INC COM 2M 31K –
NOVO-NORDISK A S ADR 2M 12K –
NVIDIA CORPORATION COM 2M 20K –
PACER FDS TR TRENDP US LAR CP 6M 118K –
PACER FDS TR PAC ASSET FLTG 3M 63K –
PACER FDS TR US CASH COWS 100 2M 34K –
PEPSICO INC COM 2M 12K –
PGIM ETF TR PGIM ULTRA SH BD 2M 35K –
PROCTER AND GAMBLE CO COM 213K 1K –
PROGRESSIVE CORP COM 728K 4K –
QUALCOMM INC COM 4M 20K –
REGENERON PHARMACEUTICALS COM 2M 1K –
RELIANCE INC COM 2M 7K –
RTX CORPORATION COM 547K 5K –
SCHWAB CHARLES CORP COM 2M 23K –
SELECT SECTOR SPDR TR TECHNOLOGY 15M 65K –
SELECT SECTOR SPDR TR ENERGY 2M 22K –
SELECT SECTOR SPDR TR FINANCIAL 14M 330K –
SELECT SECTOR SPDR TR SBI INT-UTILS 12M 181K –
SELECT SECTOR SPDR TR INDL 13M 108K –
SOUTHERN COPPER CORP COM 2M 19K –
SPDR GOLD TR GOLD SHS 3M 12K –
SPDR S&P 500 ETF TR TR UNIT 13M 24K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 279K 2K –
TE CONNECTIVITY LTD SHS 402K 3K –
VALUED ADVISERS TR REGAN FLTG RATE 2M 69K –
VANGUARD BD INDEX FDS VANGUARD ULTRA 1M 27K –
VISA INC COM CL A 2M 7K –