Camarda Financial Advisors is an investment advisor in Fleming Island with $263.51 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Camarda Wealth Advisory Group, LLLP
SEC CIK
IRS number
270693333
SEC advisor number
801-61028
FINRA CRD number
113784
AUM ?
$263.51 mm
(as of 30 Nov 22)
Accounts
1,200
(as of 30 Nov 22)
Employees
14
(5 investment advisory or research)
Address
Camarda Financial Advisors
4371 US HIGHWAY 17
SUITE 201
FLEMING ISLAND
FL 32003
4371 US HIGHWAY 17
SUITE 201
FLEMING ISLAND
FL 32003
Office hours
Monday - Friday, 9 A.M. TO 5 P.M.
Phone
904-278-1177
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Camarda, Kimberly, Ann | President | 09/1993 | < 5% |
Singularity One, LLLP | Member | 01/2013 | > 75% |
Kimberly K. Camarda 2012 Irrevocable Trust | Member | 02/2013 | > 75% |
Camarda, Jeffrey, Michael Franklin | CEO | 09/1993 | < 5% |
Camarda, Jeffrey, Michael Franklin | Trustee | 02/2013 | |
Howard, Ashley, V. | Chief Compliance Officer | 12/2019 | < 5% |
Singularity Management, LLC | Member | 01/2013 | |
Camarda, Clifford, Jonathan | Chief Investment Officer | 01/2022 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22