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Camarda Wealth Advisory Group

Fleming Island, FLSEC-registered investment adviserCRD 113784

Filed as CAMARDA WEALTH ADVISORY GROUP · Legal name Camarda Financial Advisors , LLC

Camarda Wealth Advisory Group is an SEC-registered investment advisory firm in Fleming Island, FL, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

24 years
registered since 2002
$315,368,825
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Camarda Wealth Advisory Group compensated?

On its Form ADV (Item 5.E, October 2026), Camarda Wealth Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

How much does Camarda Wealth Advisory Group charge?

Its Form ADV Part 2A brochure dated July 10, 2026 states: Hourly rate: $250 an hour (Financial Planning, Tax Planning, or Strategic Work); Hourly rate: $50 an hour (Administrative); Hourly rate: $150 to $1,000 an hour (stand-alone planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Camarda Wealth Advisory Group located?

Camarda Wealth Advisory Group's principal office is in Fleming Island, FL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Camarda Wealth Advisory Group registered with the SEC or a state?

Camarda Wealth Advisory Group is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 113784.

How much does Camarda Wealth Advisory Group manage?

Camarda Wealth Advisory Group reports $315,368,825 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (97% discretionary).

How have Camarda Wealth Advisory Group's assets and staff changed since 2021?

In the Form ADV data for Camarda Wealth Advisory Group: Regulatory assets under management: $213,860,368 in the October 2021 data and $315,368,825 in the October 2026 data, up 47%. Total employees: 11 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Camarda Wealth Advisory Group serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (178); high net worth individuals (88); corporations or other businesses not listed above (20).

Which custodians does Camarda Wealth Advisory Group use?

Camarda Wealth Advisory Group's 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 Camarda Wealth Advisory Group 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/113784

What changed in Camarda Wealth Advisory Group's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 9 to 7.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Hourly rate: $250 an hour (Financial Planning, Tax Planning, or Strategic Work)

The brochure's wording
Financial Planning, Tax Planning, or Strategic Work $250/hour

Hourly rate: $50 an hour (Administrative)

The brochure's wording
Administrative $50/hour

Hourly rate: $150 to $1,000 an hour (stand-alone planning and consulting services)

The brochure's wording
On an hourly basis, ranging from $150 to $1,000 per hour. If appropriate, an estimate for total hours will be determined at the start of the engagement

As stated in the firm's Form ADV Part 2A brochure dated July 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$315,368,825

$315,368,825 as of October 2026, filing dated July 10, 2026.

Discretionary: $305,206,666.Non-discretionary: $10,162,159.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 178 Assets $86,214,322 (27%)
High net worth individuals
Clients 88 Assets $159,889,265 (51%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $6,292,974 (2%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 20 Assets $62,972,264 (20%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Legal name
Camarda Financial Advisors , LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2002 (24 years)
Employees
Total: 17. Performing investment advisory functions: 7.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

Other offices (Schedule D, Section 1.F)
1 other office, as of the August 2026 filing
Jacksonville, FL
States registered or notice-filed
12 states or jurisdictions
ALCAFLGAILMANCNHNYSCTNTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$214M 2021 $264M 2022 $282M 2023 $331M 2024 $325M 2025 $315M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$315,368,82517July 10, 2026
October 2025$325,295,18820July 16, 2025
October 2024$331,147,94817July 15, 2024
October 2023$282,188,84316September 20, 2023
October 2022$263,514,95914September 13, 2022
October 2021$213,860,36811March 30, 2021

Regulatory assets under management: $213,860,368 in the October 2021 data and $315,368,825 in the October 2026 data, up 47%.

Total employees: 11 in October 2021 and 17 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 9 to 7.
  2. March 2026
    • Registered or notice-filed in IL.
  3. February 2026
    • No longer lists an office in Ponte Vedra Beach, FL.
    • Updated its list of owners and control persons (Schedule A).
  4. December 2025
    • Registered or notice-filed in CA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
bestplanners.comcamarda.comcamardafa.comwealthleader.org

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Camarda Wealth Advisory Group (CRD 113784): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/camarda-wealth-advisory-group-fleming-island-fl-113784