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CAMARDA WEALTH ADVISORY GROUP
Legal name: CAMARDA FINANCIAL ADVISORS , LLC
CRD 113784File 801-61028
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$315.4M
Below cohort median (national)
Discretionary AUM
$305.2M
Non-discretionary $10.2M
Clients
286
928 accounts
Employees
17
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 2, 2002
- Principal office
- 4371 HWY 17 #201, FLEMING ISLAND, FL, 32003
- Phone
- 904-278-1177
- Website
- HTTP://WWW.CAMARDA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $315.4M
- Discretionary AUM
- $305.2M
- Non-discretionary AUM
- $10.2M
- Discretionary accounts
- 910
- Non-discretionary accounts
- 18
- Total accounts
- 928
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $63.0M |
| High net worth individuals | 88 | $159.9M |
| Pension and profit sharing plans | Fewer than 5 | $6.3M |
| Individuals (other than high net worth individuals) | 178 | $86.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 17 | decreased by3 |
| Apr 1, 2026 | Clients | 343 | 286 | decreased by57 |
| Apr 1, 2026 | AUM | $325,295,188 | $315,368,825 | decreased by$9,926,363 |
| Apr 1, 2026 | Accounts | 1,106 | 928 | decreased by178 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 20 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 407 | 343 | decreased by64 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $263,514,959 | $325,295,188 | increased by$61,780,229 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,200 | 1,106 | decreased by94 |
| Apr 1, 2022 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2022 | Clients | 377 | 407 | increased by30 |
| Apr 1, 2022 | AUM | $213,860,368 | $263,514,959 | increased by$49,654,591 |
| Apr 1, 2022 | Accounts | 1,180 | 1,200 | increased by20 |
| Jan 1, 2022 | Employees | 11 | 13 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAMARDA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAMARDA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.