FLEMING ISLAND, FLCRD 113784Latest ADV March 31, 2026
Camarda Wealth Advisory Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fleming Island, FL. Its latest Form ADV filing, dated March 31, 2026, reports $315M in regulatory assets under management, 17 employees, 2 offices, and 928 accounts.
Assets Under Management
$315M
Employees
17
Offices
2 offices
Total Clients
286
Primary office
FLEMING ISLAND, FL
4371 HWY 17 #201, FLEMING ISLAND, FL, United States
Top client segmentIndividuals represent 62.2% of total clients.
Top client categories% of clientsClients
1
Individuals
62.2%
178
2
HNWI
30.8%
88
3
Corporations
7.0%
20
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$315Mas of March 31, 2026
Discretionary96.8%
$305M
97% of total RAUM96.8%
Non-discretionary3.2%
$10M
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$315M
Total Accounts928
10Y AUM Change+$103M (+48.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee17:1
10Y Employee Change+3 (+21.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.