# Camden Financial Management

Camden Financial Management is a Bank / Wealth / Trust based in Asheville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Asheville, United States
- **Region:** North America
- **Address:** Fletcher, NC, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** http://www.camdenpartners.com/
- **LinkedIn:** https://www.linkedin.com/company/camden-financial-management

## Regulatory record

- **CRD number:** 111938
- **SEC file number:** 801-60348
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111938

## About

Camden Financial Management is an SEC-registered investment adviser in Asheville, NC, registered since 2001. The firm manages $157 million in regulatory assets. It has one employee and one investment adviser.

## Questions

### What types of clients does Camden Financial Management serve?

The firm serves individuals, families, and small business owners primarily in Western North Carolina. Its practice centers on clients seeking retirement planning, investment management, and estate strategies. The client base reflects the demographics of Henderson and Buncombe counties, including both long-term residents and retirees relocating to the region.

### What is the firm's investment approach?

Camden Financial Management applies a goals-based wealth management philosophy, constructing portfolios from traditional asset classes including equities, fixed income, and mutual funds. The firm does not appear to manage proprietary pooled funds or engage in direct private-market deals. Portfolio design is customized to each client's risk tolerance, time horizon, and income needs.

## Related profiles

- [Cambridge Wealth Management](https://altss.com/profile/cambridge-wealth-management)
- [Campanile Foundation](https://altss.com/profile/campanile-foundation)

---

Last updated: 2026-08-10T19:36:47.593Z

Canonical page: https://altss.com/profile/camden-financial-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology