AdvisorCensus / Financial advisors / North Carolina / Charlotte / Cameron Signature Wealth Advisors LLC
Cameron Signature Wealth Advisors LLC
Filed as CAMERON SIGNATURE WEALTH ADVISORS LLC · Legal name Cameron Wealth, LLC
Cameron Signature Wealth Advisors LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.
Quick answers
From the filingHow is Cameron Signature Wealth Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Cameron Signature Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Cameron Signature Wealth Advisors LLC located?
Cameron Signature Wealth Advisors LLC's principal office is in Charlotte, NC, according to its Form ADV.
Is Cameron Signature Wealth Advisors LLC registered with the SEC or a state?
Cameron Signature Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 339500.
How much does Cameron Signature Wealth Advisors LLC manage?
Cameron Signature Wealth Advisors LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 18, 2026.
Does Cameron Signature Wealth Advisors LLC 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/339500
What changed in Cameron Signature Wealth Advisors LLC's recent Form ADV filings?
In the October 2026 filing data: Added the business name Cameron Wealth Advisors. Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).
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
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
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated September 18, 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.DNot reported.
A 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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Cameron Wealth, LLC
- Also doing business as
- CAMERON WEALTH ADVISORS
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
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
Changes in the filing
Last 12 months- October 2026
- Added the business name Cameron Wealth Advisors.
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
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.INot reported.
Source: 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. Cameron Signature Wealth Advisors LLC (CRD 339500): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cameron-signature-wealth-advisors-llc-charlotte-nc-339500