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CAMDEN WEALTH ADVISORS LLC
CRD 148518File 801-70004
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$366.3M
Below cohort median (national)
Discretionary AUM
$362.5M
Non-discretionary $3.8M
Clients
160
524 accounts
Employees
6
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 9, 2009
- Principal office
- 1707 1/2 POST OAK BOULEVARD, #578, HOUSTON, TX, 77056
- Phone
- 713-341-5312
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $366.3M
- Discretionary AUM
- $362.5M
- Non-discretionary AUM
- $3.8M
- Discretionary accounts
- 518
- Non-discretionary accounts
- 6
- Total accounts
- 524
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $21K |
| High net worth individuals | 96 | $341.2M |
| Pension and profit sharing plans | 6 | $12.9M |
| Individuals (other than high net worth individuals) | 58 | $12.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FAMILY OFFICE SERVICES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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
- Yes
- Firm Custody Clients
- Yes
- 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 11- Q11
- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 152 | 160 | increased by8 |
| Apr 1, 2026 | AUM | $340,203,392 | $366,313,897 | increased by$26,110,505 |
| Apr 1, 2026 | Accounts | 518 | 524 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 149 | 152 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $280,557,108 | $340,203,392 | increased by$59,646,284 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 487 | 518 | increased by31 |
| Apr 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2022 | Clients | 140 | 149 | increased by9 |
| Apr 1, 2022 | AUM | $248,173,417 | $280,557,108 | increased by$32,383,691 |
| Apr 1, 2022 | Accounts | 506 | 487 | decreased by19 |
| 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 “CAMDEN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAMDEN 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.