Cam Investor Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 5, 2026, reports $155M in regulatory assets under management, 3 employees, 2 offices, and 623 accounts.
Assets Under Management
$155M
Employees
3
Offices
2 offices
Total Clients
151
Primary office
AUSTIN, TX
623 W 38TH STREET, SUITE 320, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.5% of total clients.
Top client categories% of clientsClients
1
HNWI
67.5%
102
2
Individuals
29.1%
44
3
Pension Plans
3.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$155Mas of March 5, 2026
Discretionary100.0%
$155M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$155M
Total Accounts623
10Y AUM Change+$155M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee50:1
10Y Employee Change+2 (+200.0%)
* 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.