# Camarda Wealth Advisory Group

> 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.

- CRD: 113784
- Filed as: CAMARDA WEALTH ADVISORY GROUP
- Legal name: Camarda Financial Advisors , LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fleming Island, FL
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113784
- AdvisorCensus page: https://advisorcensus.com/firm/camarda-wealth-advisory-group-fleming-island-fl-113784

## Quick answers

**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

### 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 July 10, 2026)

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

> Financial Planning, Tax Planning, or Strategic Work $250/hour

- Hourly rate: $50 an hour (Administrative)

> Administrative $50/hour

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

> 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 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: $315,368,825
- Discretionary: $305,206,666
- Non-discretionary: $10,162,159

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 17 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, IL, MA, NC, NH, NY, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Jacksonville, FL

### Websites listed on Form ADV (Item 1.I)
- bestplanners.com
- camarda.com
- camardafa.com
- wealthleader.org
- Facebook @CAMARDAWEALTHADVISORYGROUP
- X @CAMARDAWEALTH
- YouTube @UC3XkmnSEoKOezLP4EpIvv-A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $213,860,368 | 11 | March 30, 2021 |
| October 2022 | $263,514,959 | 14 | September 13, 2022 |
| October 2023 | $282,188,843 | 16 | September 20, 2023 |
| October 2024 | $331,147,948 | 17 | July 15, 2024 |
| October 2025 | $325,295,188 | 20 | July 16, 2025 |
| October 2026 | $315,368,825 | 17 | July 10, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Camarda Wealth Advisory Group (CRD 113784): Form ADV filing data as of October 2026.