# Camden Financial Management, Inc.

> Camden Financial Management, Inc. is an SEC-registered investment advisory firm in Asheville, NC, registered since 2001, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 111938
- Filed as: CAMDEN FINANCIAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Asheville, NC
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111938
- AdvisorCensus page: https://advisorcensus.com/firm/camden-financial-management-inc-asheville-nc-111938

## Quick answers

**How is Camden Financial Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Camden Financial Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Camden Financial Management, Inc. located?**
Camden Financial Management, Inc.'s principal office is in Asheville, NC, according to its Form ADV.

**Is Camden Financial Management, Inc. registered with the SEC or a state?**
Camden Financial Management, Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111938.

**How much does Camden Financial Management, Inc. manage?**
Camden Financial Management, Inc. reports $157,004,577 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Camden Financial Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Camden Financial Management, Inc.: Regulatory assets under management: $129,190,002 in the October 2021 data and $157,004,577 in the October 2026 data, up 22%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Camden Financial Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40).

**Which custodians does Camden Financial Management, Inc. use?**
Camden Financial Management, Inc.'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 Camden Financial Management, Inc. 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/111938

**What changed in Camden Financial Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $131,967,514 to $157,004,577 (+19%). No longer lists an office in Asheville, NC.

## From the Form ADV filing

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

### 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: $157,004,577
- Discretionary: $157,004,577
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 40 | $157,004,577 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2001 (25 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $129,190,002 | 1 | March 25, 2021 |
| October 2022 | $129,302,844 | 1 | April 20, 2022 |
| October 2023 | $125,573,712 | 1 | March 21, 2023 |
| October 2024 | $134,967,514 | 1 | March 25, 2024 |
| October 2025 | $131,967,514 | 1 | March 20, 2025 |
| October 2026 | $157,004,577 | 1 | March 26, 2026 |

Regulatory assets under management: $129,190,002 in the October 2021 data and $157,004,577 in the October 2026 data, up 22%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $131,967,514 to $157,004,577 (+19%).
- No longer lists an office in Asheville, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Camden Financial Management, Inc. (CRD 111938): Form ADV filing data as of October 2026.