{
  "crd_number": 148518,
  "slug": "camden-wealth-advisors-llc-houston-tx-148518",
  "primary_business_name": "CAMDEN WEALTH ADVISORS LLC",
  "legal_name": "CAMDEN WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-03-09",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-09-09",
  "carried_forward": false,
  "raum_total": 366313897.0,
  "raum_discretionary": 362494339.0,
  "raum_non_discretionary": 3819558.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 12221947.0,
      "count": 58
    },
    "pension_profit_sharing": {
      "raum": 12895469.0,
      "count": 6
    },
    "other_investment_advisers": {
      "raum": 20820.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 341175661.0,
      "count": 96
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "FL",
    "LA",
    "TX"
  ],
  "websites": [
    "https://camdenwealthadvisors.com",
    "https://linkedin.com/COMPANY/CAMDEN-WEALTH-ADVISORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148518",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/camden-wealth-advisors-llc-houston-tx-148518",
  "display_name": "Camden Wealth Advisors LLC",
  "summary": "Camden Wealth Advisors LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.",
  "citation": "AdvisorCensus. Camden Wealth Advisors LLC (CRD 148518): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "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",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Camden Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Camden Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Camden Wealth Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Camden Wealth Advisors LLC located?",
      "a": "Camden Wealth Advisors LLC's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Camden Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Camden Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 148518."
    },
    {
      "q": "How much does Camden Wealth Advisors LLC manage?",
      "a": "Camden Wealth Advisors LLC reports $366,313,897 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (99% discretionary)."
    },
    {
      "q": "How have Camden Wealth Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Camden Wealth Advisors LLC: Regulatory assets under management: $248,173,417 in the October 2021 data and $366,313,897 in the October 2026 data, up 48%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Camden Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (96); individuals (other than high net worth individuals) (58); pension and profit sharing plans (but not the plan participants or government pension plans) (6)."
    },
    {
      "q": "Which custodians does Camden Wealth Advisors LLC use?",
      "a": "Camden Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Camden Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148518"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 248173417.0,
      "total_employees": 7,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 280557108.0,
      "total_employees": 6,
      "filing_date": "2022-09-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 279958178.0,
      "total_employees": 6,
      "filing_date": "2023-03-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 323238569.0,
      "total_employees": 5,
      "filing_date": "2024-04-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 340203392.0,
      "total_employees": 5,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 366313897.0,
      "total_employees": 6,
      "filing_date": "2026-09-09"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.75% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our fees generallyvary between .75% and 1.25% of the assets being managed."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.75,
        1.25
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our fees generallyvary between .75% and 1.25% of the assets being managed."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/camden-wealth-advisors-llc-houston-tx-148518.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 58,
      "fewer_than_5": false,
      "raum": 12221947.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 96,
      "fewer_than_5": false,
      "raum": 341175661.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 12895469.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 20820.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148518",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}