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Camarda Wealth Advisory Group
Camarada Wealth Advisory Group is an SEC-registered investment adviser in Fleming Island, FL, since 2002. The firm manages $315 million in assets, with $305...
Camarda Wealth Advisory Group
Camarada Wealth Advisory Group is an SEC-registered investment adviser in Fleming Island, FL, since 2002. The firm manages $315 million in assets, with $305 million on a discretionary basis. It has 17 employees and 7 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Camarda Wealth Advisory Group?
Public records do not name a specific CIO or lead investment professional. Typically, RIAs like Camarda delegate investment decisions to a team of advisors overseen by a principal or investment committee. Without public disclosures, the exact decision-maker is unknown.
How does Camarda Wealth Advisory Group source proprietary deal flow?
As a wealth management RIA, Camarda likely does not generate proprietary deal flow. Its investments are primarily drawn from the open market—mutual funds, ETFs, and individual securities—rather than private direct deals. The firm focuses on portfolio construction rather than sourcing exclusive opportunities.
Is Camarda structured as a single family office or a multi-family office?
Camarda Wealth Advisory Group operates as a registered investment advisor, which is distinct from a single family office. Registered advisors serve multiple clients, suggesting a multi-family or retail-wealth orientation. A single family office would typically be exempt from SEC registration, which Camarda is not.
Does Camarda participate in fund commitments or only direct deals?
The firm's public profile does not specify participation in private fund commitments. As an RIA, it may allocate to mutual funds, ETFs, and separately managed accounts but is unlikely to commit to private equity or hedge funds directly. The absence of private placement disclosures suggests a limited role in alternative investing.
What investment stages does Camarda typically target?
Camarda's investment strategy is not publicly staged by company lifecycle. As a wealth manager, it likely focuses on established public equities and fixed income rather than venture or growth-stage private companies. The firm's website does not indicate stage-preference.
Which sectors does Camarda explicitly avoid?
No public record shows sector exclusions. Camarda likely constructs portfolios across a diversified range of industries, avoiding only those inconsistent with client risk tolerances. Without published exclusions, this question cannot be answered.
Where does the underlying wealth come from?
Public records do not disclose the source of wealth for Camarda's clients. As a multi-family office, it likely serves wealth generated from various sources, including business ownership, inheritance, and professional services. No specific family or fortune is tied to the firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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