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CAMDEN WEALTH ADVISORS LLC
CRD 148518File 801-70004
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.