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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAMDEN WEALTH ADVISORS LLC

CRD 148518

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ff222d3-ef03-c6d9-a7d3-8b9af76b16ef

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 2
Observed: Nov 17, 2011 to Sep 9, 2026
38 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Camden Wealth Advisors LLC

Intermediary · shared crd

Family Officesidentity

Camden Wealth Advisors LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $366MItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $362M
Private client RAUM: $353MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $73.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 524
Individual clients: 58
High net worth clients: 96
Custody, client assets: $173M
SEC number: 801-70004
CRD: 148518
Filings on the tape: 38
First filed: Nov 17, 2011
Latest filed: Sep 9, 2026
Organised: Limited Liability Company, TX
Website: camdenwealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ALVARO TRULLENQUE	n/a	Houston, TX \| HOUSTON, TX	17	38	2	no
MARC ALLEN SONY	n/a	KINGWOOD, TX	17	29	1	no
MANUEL MALVAEZ	n/a	KINGWOOD, TX	15	37	1	no
CARLOS ANTONIO PEREZ	n/a	HOUSTON, TX	12	34	3	no
ALFREDO E MIRANDA	n/a	HOUSTON, TX \| CORAL GABLES, FL	11	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TRULLENQUE, ALVARO	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	03/2009	Nov 17, 2011	Apr 3, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INSCRIPTION FAMILY OFFICE, LLC	n/a	No RAUM reported	$0	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$366M	$362M	6	5	5	n/a	n/a
2024	Mar 18, 2025	$340M	$337M	5	5	5	n/a	n/a
2023	Mar 9, 2024	$323M	$320M	5	5	5	n/a	n/a
2022	Mar 10, 2023	$280M	$275M	6	6	6	n/a	n/a
2021	Mar 11, 2022	$281M	$276M	6	6	0	n/a	n/a
2020	Mar 12, 2021	$248M	$244M	7	7	0	n/a	n/a
2019	Mar 16, 2020	$210M	$207M	7	7	0	n/a	n/a
2018	Mar 27, 2019	$177M	$174M	7	7	0	n/a	n/a
2017	Mar 27, 2018	$175M	$172M	7	7	0	n/a	n/a
2016	Mar 30, 2017	$158M	$156M	7	7	n/a	n/a	n/a
2015	Mar 23, 2016	$147M	$145M	7	7	n/a	n/a	n/a
2014	Mar 31, 2015	$173M	$140M	7	7	n/a	n/a	n/a
2013	Mar 17, 2014	$792M	$134M	5	5	n/a	n/a	n/a
2012	Mar 26, 2013	$785M	$131M	3	3	n/a	n/a	n/a
2011	Mar 26, 2012	$111M	$95.1M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$366M	$340M	7.7%	$280M	9.4%	6	5	5	5

Relationships

Affiliated with (2)

→ INSCRIPTION FAMILY OFFICE, LLCRegistered adviserother investment adviser, common control
factForm ADV
← INSCRIPTION FAMILY OFFICE, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (5)

← ALFREDO E MIRANDAAdvisorregistration: current employment
Feb 24, 2015 to presentfactForm ADV
← CARLOS ANTONIO PEREZAdvisorregistration: previous registration
Mar 9, 2011 to Mar 26, 2013factForm ADV
← MANUEL MALVAEZAdvisorregistration: current employment
Feb 14, 2011 to presentfactForm ADV
← MARC ALLEN SONYAdvisorregistration: current employment
Jul 9, 2009 to presentfactForm ADV
← ALVARO TRULLENQUEAdvisorregistration: current employment
Mar 20, 2009 to presentfactForm ADV

Controls (1)

← TRULLENQUE, ALVAROOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Nov 17, 2011 to Apr 3, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 9, 2021
Control person left
Marie Lena Stinson (Member & Chief Compliance Officer) no longer on Schedule A of Camden Wealth Advisors Llc (listed 2021-08-17, absent 2021-09-09)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Nov 21, 2022
Camden Wealth Advisors Llc reported 6 offices beyond its principal office, up from 0 (2022-09-08 to 2022-11-21)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ff222d3-ef03-c6d9-a7d3-8b9af76b16ef
First observed: Nov 17, 2011
Last observed: Sep 9, 2026 10 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAMDEN WEALTH ADVISORS LLC

CRD 148518

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ff222d3-ef03-c6d9-a7d3-8b9af76b16ef

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALVARO TRULLENQUE

n/a

Houston, TX | HOUSTON, TX

MARC ALLEN SONY

n/a

KINGWOOD, TX

MANUEL MALVAEZ

n/a

KINGWOOD, TX

CARLOS ANTONIO PEREZ

n/a

HOUSTON, TX

ALFREDO E MIRANDA

n/a

HOUSTON, TX | CORAL GABLES, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TRULLENQUE, ALVARO

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

03/2009

Nov 17, 2011

Apr 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INSCRIPTION FAMILY OFFICE, LLC

n/a

No RAUM reported

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$366M

$362M

n/a

2024

Mar 18, 2025

$340M

$337M

n/a

2023

Mar 9, 2024

$323M

$320M

n/a

2022

Mar 10, 2023

$280M

$275M

n/a

2021

Mar 11, 2022

$281M

$276M

n/a

2020

Mar 12, 2021

$248M

$244M

n/a

2019

Mar 16, 2020

$210M

$207M

n/a

2018

Mar 27, 2019

$177M

$174M

n/a

2017

Mar 27, 2018

$175M

$172M

n/a

2016

Mar 30, 2017

$158M

$156M

n/a

2015

Mar 23, 2016

$147M

$145M

n/a

2014

Mar 31, 2015

$173M

$140M

n/a

2013

Mar 17, 2014

$792M

$134M

n/a

2012

Mar 26, 2013

$785M

$131M

n/a

2011

Mar 26, 2012

$111M

$95.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$366M

$340M

7.7%

$280M

9.4%