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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAMARDA WEALTH ADVISORY GROUP

CAMARDA FINANCIAL ADVISORS , LLC, CRD 113784

FLEMING ISLAND, FL

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:5b44adf6-b072-3044-338d-8bfae37325c7

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 61
Dated events: 15
On other graphs: 0
Observed: Mar 20, 2012 to Jul 10, 2026
85 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.78 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $315MItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $305M
Private client RAUM: $246MderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $28.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 7
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 928
Individual clients: 178
High net worth clients: 88
Custody, client assets: $5.9M
SEC number: 801-61028
CIK: 1536444
CRD: 113784
Filings on the tape: 85
First filed: Mar 20, 2012
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, FL
Website: camardafa.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
JEFFREY MICHAEL FRANKLIN CAMARDA	Chartered Financial Analyst	Orange Park, FL \| FLEMING ISLAND, FL	28	41	n/a	no
THOMAS RAZZANO	n/a	FLEMING ISLAND, FL	11	29	2	no
KIMBERLY ANN CAMARDA	n/a	Orange Park, FL \| FLEMING ISLAND, FL	7	32	n/a	no
Ljubisa Vrcelj	Certified Financial Planner	FLEMING ISLAND, FL	3	10	n/a	no
Corey Loy Oliver	n/a	FLEMING ISLAND, FL	2	14	1	no
Anna Kathryn Wunderlich	Certified Financial Planner	FLEMING ISLAND, FL	1	11	1	no
Jeffrey Dylan Camarda	n/a	FLEMING ISLAND, FL	1	12	n/a	no
Niklas Lyle Brusen	n/a	FLEMING ISLAND, FL	0	10	n/a	no
Forrest Gabriel Knopps	n/a	FLEMING ISLAND, FL	0	10	2	no
ROBERT LAVON STRANGE	n/a	FLEMING ISLAND, FL	0	11	n/a	no
KARLE JOHN SIMMONS	n/a	FLEMING ISLAND, FL	0	28	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
CAMARDA, CLIFFORD, JONATHAN	CHIEF INVESTMENT OFFICER	Na	yes	01/2022	Mar 31, 2022	Nov 21, 2024
CAMARDA, JEFFREY, MICHAEL FRANKLIN	Trustee	F	yes	02/2013	Mar 20, 2012	Nov 21, 2024
CAMARDA, JEFFREY, MICHAEL FRANKLIN	Ceo	Na	yes	09/1993	Mar 20, 2012	Nov 21, 2024
CAMARDA, KIMBERLY, ANN	President	Na	yes	09/1993	Mar 20, 2012	Nov 21, 2024
HOWARD, ASHLEY, V.	CHIEF COMPLIANCE OFFICER	Na	yes	12/2019	Mar 20, 2020	Nov 21, 2024
KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST	Member	E	yes	02/2013	Mar 29, 2019	Nov 21, 2024
SINGULARITY ONE, LLLP	Member	E	yes	01/2013	Mar 30, 2021	Nov 21, 2024
SINGULARITY MANAGEMENT, LLC	Member	F	no	01/2013	Mar 30, 2021	Nov 21, 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
TAXMASTER.US, LLC	n/a	n/a	n/a	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
PONTE VEDRA BEACH	FL	United States	1	no
n/a	n/a	n/a	1	no
Jacksonville	FL	United States	0	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; showing 15 of 18

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$315M	$305M	17	7	2	n/a	n/a
2024	Apr 3, 2025	$325M	$317M	20	9	7	n/a	n/a
2023	Mar 29, 2024	$331M	$316M	17	8	5	n/a	n/a
2022	Mar 31, 2023	$282M	$275M	16	7	5	n/a	n/a
2021	Mar 31, 2022	$264M	$261M	14	5	3	n/a	n/a
2020	Mar 30, 2021	$214M	$211M	11	4	2	n/a	n/a
2019	Mar 20, 2020	$244M	$240M	13	5	2	n/a	n/a
2018	Mar 29, 2019	$211M	$195M	15	7	2	n/a	n/a
2017	Mar 29, 2018	$248M	$236M	15	9	2	n/a	n/a
2016	Mar 31, 2017	$213M	$213M	14	6	n/a	n/a	n/a
2015	Mar 30, 2016	$232M	$222M	8	7	n/a	n/a	n/a
2014	Apr 1, 2015	$236M	$224M	8	7	n/a	n/a	n/a
2013	Mar 28, 2014	$213M	$211M	8	7	n/a	n/a	n/a
2012	Apr 1, 2013	$204M	$200M	7	7	n/a	n/a	n/a
2011	Mar 29, 2012	$222M	$220M	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
1	3	-2	27.3%	0	0	0	8	9

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	$315M	$325M	-3.1%	$282M	3.8%	17	20	2	7

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SECURIAN FINANCIAL SERVICES, INC.	2	Aug 29, 2018	Sep 13, 2018	FLEMING ISLAND, FL	Team lift out	RIA to ibd	50.0%

Relationships

Registered with (51)

← KARLE JOHN SIMMONSAdvisorregistration: current employment
Jan 22, 2026 to presentfactForm ADV
← ROBERT LAVON STRANGEAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← Forrest Gabriel KnoppsAdvisorregistration: current employment
Dec 2, 2025 to presentfactForm ADV
← Niklas Lyle BrusenAdvisorregistration: current employment
Nov 19, 2025 to presentfactForm ADV
← Jeffrey Dylan CamardaAdvisorregistration: current employment
Mar 3, 2025 to presentfactForm ADV
← Anna Kathryn WunderlichAdvisorregistration: current employment
Jan 17, 2025 to presentfactForm ADV
← Corey Loy OliverAdvisorregistration: current employment
Jun 13, 2024 to presentfactForm ADV
← Ljubisa VrceljAdvisorregistration: current employment
Nov 9, 2022 to presentfactForm ADV
← KIMBERLY ANN CAMARDAAdvisorregistration: current employment
Mar 1, 2019 to presentfactForm ADV
← THOMAS RAZZANOAdvisorregistration: current employment
Feb 11, 2015 to presentfactForm ADV
← JEFFREY MICHAEL FRANKLIN CAMARDAAdvisorregistration: current employment
Nov 17, 1997 to presentfactForm ADV
← ARTHUR BARBOSA DELGADOAdvisorregistration: previous registration
Jan 17, 2025 to Mar 4, 2026factForm ADV
← CLIFFORD JONATHAN CAMARDAAdvisorregistration: previous registration
Nov 11, 2021 to Jan 16, 2026factForm ADV
← SCOTT RICHARD CLEMENTIAdvisorregistration: previous registration
Nov 18, 2024 to Sep 24, 2025factForm ADV
← Gale Edward GravesAdvisorregistration: previous registration
Feb 24, 2025 to Jul 1, 2025factForm ADV
← CHRISTOPHER STEPHEN MATTOXAdvisorregistration: previous registration
May 1, 2025 to Jun 30, 2025factForm ADV
← BRIAN PATRICK CALLAHANAdvisorregistration: previous registration
Dec 2, 2024 to Jun 20, 2025factForm ADV
← JENNIFER PASTERCZYKAdvisorregistration: previous registration
Nov 20, 2023 to Aug 14, 2024factForm ADV
← TROY RICHARD LERCHEAdvisorregistration: previous registration
May 4, 2021 to Jan 4, 2024factForm ADV
← Peter Alba TriceAdvisorregistration: previous registration
Aug 8, 2023 to Nov 28, 2023factForm ADV
← THOMAS JON CASPERAdvisorregistration: previous registration
Feb 17, 2022 to Jun 10, 2022factForm ADV
← Marc Edward FaulerAdvisorregistration: previous registration
May 21, 2021 to May 25, 2022factForm ADV
← SCOTT MICHAEL STRATTONAdvisorregistration: previous registration
Feb 8, 2022 to May 19, 2022factForm ADV
← RICHARD ROBERT DWYERAdvisorregistration: previous registration
Apr 8, 2021 to Jul 7, 2021factForm ADV
← Daniel Baret HowellAdvisorregistration: previous registration
Jun 4, 2019 to Jun 4, 2021factForm ADV
← JASON HINESLEYAdvisorregistration: previous registration
Feb 3, 2021 to Mar 25, 2021factForm ADV
← Francesco AmatoAdvisorregistration: previous registration
Feb 11, 2019 to Jun 13, 2019factForm ADV
← Alan Karlis LaneAdvisorregistration: previous registration
Mar 25, 2019 to Mar 26, 2019factForm ADV
← Joshua Adam KeyesAdvisorregistration: previous registration
Oct 9, 2017 to Aug 31, 2018factForm ADV
← Bashar K. BarazAdvisorregistration: previous registration
Nov 1, 2017 to Aug 29, 2018factForm ADV
and 21 more

Controls (6)

← CAMARDA, JEFFREY, MICHAEL FRANKLINOwnerTRUSTEE, ownership code F, individual
Mar 20, 2012 to Nov 21, 2024factForm ADV
← CAMARDA, CLIFFORD, JONATHANOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 31, 2022 to Nov 21, 2024factForm ADV
← CAMARDA, KIMBERLY, ANNOwnerPRESIDENT, ownership code NA, individual
Mar 20, 2012 to Nov 21, 2024factForm ADV
← HOWARD, ASHLEY, V.OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 20, 2020 to Nov 21, 2024factForm ADV
← KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUSTOwnerMEMBER, ownership code E, domestic entity
Mar 29, 2019 to Nov 21, 2024factForm ADV
← SINGULARITY ONE, LLLPOwnerMEMBER, ownership code E, domestic entity
Mar 30, 2021 to Nov 21, 2024factForm ADV

Owns (1)

← SINGULARITY MANAGEMENT, LLCOwnerMEMBER, ownership code F, domestic entity
Mar 30, 2021 to Nov 21, 2024factForm ADV

Moved with (1)

→ SECURIAN FINANCIAL SERVICES, INC.Registered adviser2 advisors, team lift out
Aug 29, 2018 to Sep 13, 2018factForm ADV

Dated events

Occurred
Mar 4, 2026
Advisor changed firm
Arthur Barbosa Delgado left Camarda Wealth Advisory Group for Strategic Advisers Llc (registered 2026-04-13)
Form ADVobserved 6 days ago
Occurred
Jan 16, 2026
Advisor changed firm
Clifford Jonathan Camarda left Camarda Wealth Advisory Group for Advisor Share Wealth Management, Llc (registered 2025-12-23)
Form ADVobserved 6 days ago
Occurred
Sep 24, 2025
Advisor changed firm
Scott Richard Clementi left Camarda Wealth Advisory Group for Oxford Wealth Group, Llc (registered 2025-10-28)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2025
Advisor changed firm
Gale Edward Graves left Camarda Wealth Advisory Group for Zacks Intelligence Llc (registered 2026-03-05)
Form ADVobserved 6 days ago
Occurred
Jun 30, 2025
Advisor changed firm
Christopher Stephen Mattox left Camarda Wealth Advisory Group for Edelman Financial Engines (registered 2025-07-14)
Form ADVobserved 6 days ago
Occurred
Jun 20, 2025
Advisor changed firm
Brian Patrick Callahan left Camarda Wealth Advisory Group for Edelman Financial Engines (registered 2025-06-05)
Form ADVobserved 6 days ago
Occurred
Aug 14, 2024
Advisor changed firm
Jennifer Pasterczyk left Camarda Wealth Advisory Group for Covingtonalsina (registered 2024-09-24)
Form ADVobserved 6 days ago
Occurred
Jan 4, 2024
Advisor changed firm
Troy Richard Lerche left Camarda Wealth Advisory Group for Davis Capital Management (registered 2024-01-08)
Form ADVobserved 6 days ago
Occurred
Nov 28, 2023
Advisor changed firm
Peter Alba Trice left Camarda Wealth Advisory Group for Edward Jones (registered 2024-03-27)
Form ADVobserved 6 days ago
Occurred
Jun 10, 2022
Advisor changed firm
Thomas Jon Casper left Camarda Wealth Advisory Group for Lyons Wealth Management (registered 2023-06-08)
Form ADVobserved 6 days ago
Occurred
May 25, 2022
Advisor changed firm
Marc Edward Fauler left Camarda Wealth Advisory Group for Global Wealth Management Investment Advisory, Inc. (registered 2022-08-19)
Form ADVobserved 6 days ago
Occurred
May 19, 2022
Advisor changed firm
Scott Michael Stratton left Camarda Wealth Advisory Group for Parallel Advisors, Llc (registered 2023-11-13)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Control person joined
Jonathan Clifford Camarda (Chief Investment Officer) appeared on Schedule A of Camarda Wealth Advisory Group
Form ADVobserved 6 days ago
Occurred
Mar 20, 2020
Control person joined
Victoria Ashley Chernick (Chief Compliance Officer) appeared on Schedule A of Camarda Wealth Advisory Group
Form ADVobserved 6 days ago
Occurred
Feb 26, 2013
Succession filed (Item 4)
Camarda Wealth Advisory Group reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5b44adf6-b072-3044-338d-8bfae37325c7
First observed: Mar 20, 2012
Last observed: Jul 10, 2026 2 months 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.

CAMARDA WEALTH ADVISORY GROUP

CAMARDA FINANCIAL ADVISORS , LLC, CRD 113784

FLEMING ISLAND, FL

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:5b44adf6-b072-3044-338d-8bfae37325c7

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY MICHAEL FRANKLIN CAMARDA

Chartered Financial Analyst

Orange Park, FL | FLEMING ISLAND, FL

n/a

THOMAS RAZZANO

n/a

FLEMING ISLAND, FL

KIMBERLY ANN CAMARDA

n/a

Orange Park, FL | FLEMING ISLAND, FL

n/a

Ljubisa Vrcelj

Certified Financial Planner

FLEMING ISLAND, FL

n/a

Corey Loy Oliver

n/a

FLEMING ISLAND, FL

Anna Kathryn Wunderlich

Certified Financial Planner

FLEMING ISLAND, FL

Jeffrey Dylan Camarda

n/a

FLEMING ISLAND, FL

n/a

Niklas Lyle Brusen

n/a

FLEMING ISLAND, FL

n/a

Forrest Gabriel Knopps

n/a

FLEMING ISLAND, FL

ROBERT LAVON STRANGE

n/a

FLEMING ISLAND, FL

n/a

KARLE JOHN SIMMONS

n/a

FLEMING ISLAND, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAMARDA, CLIFFORD, JONATHAN

CHIEF INVESTMENT OFFICER

yes

01/2022

Mar 31, 2022

Nov 21, 2024

CAMARDA, JEFFREY, MICHAEL FRANKLIN

Trustee

yes

02/2013

Mar 20, 2012

Nov 21, 2024

CAMARDA, JEFFREY, MICHAEL FRANKLIN

Ceo

yes

09/1993

Mar 20, 2012

Nov 21, 2024

CAMARDA, KIMBERLY, ANN

President

yes

09/1993

Mar 20, 2012

Nov 21, 2024

HOWARD, ASHLEY, V.

CHIEF COMPLIANCE OFFICER

yes

12/2019

Mar 20, 2020

Nov 21, 2024

KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST

Member

yes

02/2013

Mar 29, 2019

Nov 21, 2024

SINGULARITY ONE, LLLP

Member

yes

01/2013

Mar 30, 2021

Nov 21, 2024

SINGULARITY MANAGEMENT, LLC

Member

01/2013

Mar 30, 2021

Nov 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TAXMASTER.US, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

PONTE VEDRA BEACH

United States

n/a

Jacksonville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$315M

$305M

n/a

2024

Apr 3, 2025

$325M

$317M

n/a

2023

Mar 29, 2024

$331M

$316M

n/a

2022

Mar 31, 2023

$282M

$275M

n/a

2021

Mar 31, 2022

$264M

$261M

n/a

2020

Mar 30, 2021

$214M

$211M

n/a

2019

Mar 20, 2020

$244M

$240M

n/a

2018

Mar 29, 2019

$211M

$195M

n/a

2017

Mar 29, 2018

$248M

$236M

n/a

2016

Mar 31, 2017

$213M

n/a

2015

Mar 30, 2016

$232M

$222M

n/a

2014

Apr 1, 2015

$236M

$224M

n/a

2013

Mar 28, 2014

$213M

$211M

n/a

2012

Apr 1, 2013

$204M

$200M

n/a

2011

Mar 29, 2012

$222M

$220M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

27.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$315M

$325M

-3.1%

$282M

3.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SECURIAN FINANCIAL SERVICES, INC.

Aug 29, 2018

Sep 13, 2018

FLEMING ISLAND, FL

Team lift out

RIA to ibd

50.0%