# CAM Investor Solutions

> CAM Investor Solutions is an SEC-registered investment advisory firm in Austin, TX, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 286078
- Filed as: CAM INVESTOR SOLUTIONS
- Legal name: M & a Consulting Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286078
- AdvisorCensus page: https://advisorcensus.com/firm/cam-investor-solutions-austin-tx-286078

## Quick answers

**How is CAM Investor Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), CAM Investor Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is CAM Investor Solutions located?**
CAM Investor Solutions' principal office is in Austin, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is CAM Investor Solutions registered with the SEC or a state?**
CAM Investor Solutions is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286078.

**How much does CAM Investor Solutions manage?**
CAM Investor Solutions reports $155,400,000 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have CAM Investor Solutions' assets and staff changed since 2021?**
In the Form ADV data for CAM Investor Solutions: Regulatory assets under management: $189,000,000 in the October 2021 data and $155,400,000 in the October 2026 data, down 18%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CAM Investor Solutions serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (102); individuals (other than high net worth individuals) (44); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does CAM Investor Solutions use?**
CAM Investor Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does CAM Investor Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286078

**Does CAM Investor Solutions state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "In general, a minimum of $100,000 is required to open and maintain an advisory account. At our discretion, we may waive the minimum account size."

**What changed in CAM Investor Solutions' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $116,500,000 to $155,400,000 (+33%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> In general, a minimum of $100,000 is required to open and maintain an advisory account. At our discretion, we may waive the minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $155,400,000
- Discretionary: $155,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $5,400,000 |
| High net worth individuals | 102 | $146,100,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $3,900,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Denver, CO
- Wesley Chapel, FL

### Websites listed on Form ADV (Item 1.I)
- caminvestor.com
- Facebook @CAMINVESTORSOLUTIONS
- Instagram @caminvestorsolutions
- LinkedIn @CAM-INVESTOR-SOLUTIONS
- X @caminvestor
- YouTube @caminvestorsolutions290

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $189,000,000 | 3 | July 8, 2021 |
| October 2022 | $216,000,000 | 3 | February 11, 2022 |
| October 2023 | $90,200,000 | 3 | July 24, 2023 |
| October 2024 | $98,700,000 | 3 | March 13, 2024 |
| October 2025 | $116,500,000 | 3 | July 24, 2025 |
| October 2026 | $155,400,000 | 3 | March 5, 2026 |

Regulatory assets under management: $189,000,000 in the October 2021 data and $155,400,000 in the October 2026 data, down 18%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $116,500,000 to $155,400,000 (+33%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CAM Investor Solutions (CRD 286078): Form ADV filing data as of October 2026.