# Camden Wealth Advisors LLC

> 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.

- CRD: 148518
- Filed as: CAMDEN WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148518
- AdvisorCensus page: https://advisorcensus.com/firm/camden-wealth-advisors-llc-houston-tx-148518

## Quick answers

**How is Camden Wealth Advisors LLC compensated?**
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.

**How much does Camden Wealth Advisors LLC charge?**
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.

**Where is Camden Wealth Advisors LLC located?**
Camden Wealth Advisors LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Camden Wealth Advisors LLC registered with the SEC or a state?**
Camden Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 148518.

**How much does Camden Wealth Advisors LLC manage?**
Camden Wealth Advisors LLC reports $366,313,897 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (99% discretionary).

**How have Camden Wealth Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Camden Wealth Advisors LLC serve?**
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).

**Which custodians does Camden Wealth Advisors LLC use?**
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.

**Does Camden Wealth Advisors LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it)

> Our fees generallyvary between .75% and 1.25% of the assets being managed.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $366,313,897
- Discretionary: $362,494,339
- Non-discretionary: $3,819,558

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $12,221,947 |
| High net worth individuals | 96 | $341,175,661 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $12,895,469 |
| Other investment advisers | Fewer than 5 | $20,820 |

### 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
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2009 (17 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(2): 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)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148518

### Websites listed on Form ADV (Item 1.I)
- camdenwealthadvisors.com
- LinkedIn @CAMDEN-WEALTH-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $248,173,417 | 7 | September 29, 2021 |
| October 2022 | $280,557,108 | 6 | September 8, 2022 |
| October 2023 | $279,958,178 | 6 | March 10, 2023 |
| October 2024 | $323,238,569 | 5 | April 3, 2024 |
| October 2025 | $340,203,392 | 5 | March 18, 2025 |
| October 2026 | $366,313,897 | 6 | September 9, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Camden Wealth Advisors LLC (CRD 148518): Form ADV filing data as of October 2026.