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Camarda Wealth Advisory Group
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.
Quick answers
From the filingHow 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 2AThe 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 as of October 2026, filing dated July 10, 2026.
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.DA 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
- States registered or notice-filed
-
12 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $315,368,825 | 17 | July 10, 2026 |
| October 2025 | $325,295,188 | 20 | July 16, 2025 |
| October 2024 | $331,147,948 | 17 | July 15, 2024 |
| October 2023 | $282,188,843 | 16 | September 20, 2023 |
| October 2022 | $263,514,959 | 14 | September 13, 2022 |
| October 2021 | $213,860,368 | 11 | March 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- April 2026
- Employees performing advisory functions went from 9 to 7.
- March 2026
- Registered or notice-filed in IL.
- February 2026
- No longer lists an office in Ponte Vedra Beach, FL.
- Updated its list of owners and control persons (Schedule A).
- 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.ISource: 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