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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...
Overview
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. Historical Form 13F reports for Camarda Financial Advisors, LLC (CIK 0001536444, CRD 113784). The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0001536444. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-17 reports $330,552,246 in Section 13(f) long-position table value across 122 information-table rows and 122 distinct security, option and amount-type positions. Filing accessions: 0001536444-26-000005. For the quarter ended 2026-03-31, the report chain filed through 2026-05-14 reports $189,988,927 in Section 13(f) long-position table value across 104 information-table rows and 104 distinct security, option and amount-type positions. Filing accessions: 0001536444-26-000004. The five largest reported positions by table value for 2026-06-30 are: ISHARES TR, $20,284,018 reported table value; ISHARES TR, $16,567,475 reported table value; ISHARES TR, $14,492,064 reported table value; ISHARES TR, $13,537,460 reported table value; LAM RESEARCH CORP, $12,625,503 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.
General information
Firm type
Multi Family Office
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