# Camriel Advisors

> Camriel Advisors is a state-registered investment advisory firm in Mount Shasta, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 333391
- Filed as: CAMRIEL ADVISORS
- Legal name: Camriel Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mount Shasta, CA
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333391
- AdvisorCensus page: https://advisorcensus.com/firm/camriel-advisors-mount-shasta-ca-333391

## Quick answers

**How is Camriel Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Camriel Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Camriel Advisors located?**
Camriel Advisors' principal office is in Mount Shasta, CA, according to its Form ADV.

**Is Camriel Advisors registered with the SEC or a state?**
Camriel Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333391.

**How much does Camriel Advisors manage?**
Camriel Advisors reports $8,952,765 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).

**What types of clients does Camriel Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (8).

**Does Camriel Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333391

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,952,765
- Discretionary: $8,952,765
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,373,729 |
| High net worth individuals | 8 | $5,579,036 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- camrieladvisors.com
- nextdoor.com/pages/camriel-advisors-mount-shasta-ca
- LinkedIn @camriel-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Camriel Advisors (CRD 333391): Form ADV filing data as of October 2026.