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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAM INVESTOR SOLUTIONS

M & A CONSULTING GROUP, LLC, CRD 286078

AUSTIN, 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:6ac41dfa-7c66-2d02-ed62-b53b90876a61

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Dec 3, 2016 to Mar 5, 2026
28 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=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $155MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $155M
Private client RAUM: $152MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $77.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 623
Individual clients: 44
High net worth clients: 102
Custody, client assets: $45.1M
SEC number: 801-108801
CRD: 286078
Filings on the tape: 28
First filed: Dec 3, 2016
Latest filed: Mar 5, 2026
Organised: Limited Liability Company, CO

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
MARC ANTHONY JIMENEZ	Certified Financial Planner\|Chartered Financial Analyst	AUSTIN, TX	9	27	6	no
SARAH JO CONTINO	n/a	LAND OF LAKES, FL \| AUSTIN, TX	8	25	3	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
JIMENEZ, MARC, ANTHONY	MANAGING PRINCIPAL / CCO	E	yes	12/2016	Dec 3, 2016	Nov 22, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Denver	Co	United States	1	no
WESLEY CHAPEL	FL	United States	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 5, 2026	$155M	$155M	3	2	2	n/a	n/a
2024	Mar 5, 2025	$117M	$117M	3	3	2	n/a	n/a
2023	Mar 12, 2024	$98.7M	$98.7M	3	3	2	n/a	n/a
2022	Mar 10, 2023	$90.2M	$90.2M	3	3	2	n/a	n/a
2021	Feb 11, 2022	$216M	$216M	3	3	2	n/a	n/a
2020	Mar 2, 2021	$189M	$189M	3	2	2	n/a	n/a
2019	Feb 26, 2020	$178M	$178M	3	3	2	n/a	n/a
2018	Feb 25, 2019	$154M	$154M	4	4	1	n/a	n/a
2017	Feb 27, 2018	$149M	$149M	3	3	0	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	1

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	$155M	$117M	33.4%	$90.2M	19.9%	3	3	2	2

Relationships

Registered with (5)

← SARAH JO CONTINOAdvisorregistration: current employment
Jul 13, 2018 to presentfactForm ADV
← MARC ANTHONY JIMENEZAdvisorregistration: current employment
Jan 5, 2017 to presentfactForm ADV
← ALYSSA ROSE HINOJOSA CALHOUNAdvisorregistration: previous registration
Jun 2, 2021 to Mar 13, 2025factForm ADV
← JOSH DAVID LOZOWAdvisorregistration: previous registration
Aug 23, 2017 to Jun 4, 2019factForm ADV
← STEPHEN ELIOT CHENAdvisorregistration: previous registration
Dec 12, 2017 to Oct 16, 2018factForm ADV

Controls (1)

← JIMENEZ, MARC, ANTHONYOwnerMANAGING PRINCIPAL / CCO, ownership code E, individual
Dec 3, 2016 to Nov 22, 2024factForm ADV

Dated events

Occurred
Mar 13, 2025
Advisor changed firm
Alyssa Rose Hinojosa Calhoun left Cam Investor Solutions for Mercer Global Advisors Inc. (registered 2025-04-07)
Form ADVobserved 5 days ago
Occurred
Mar 10, 2023
Regulatory AUM changed
Cam Investor Solutions reported RAUM $90.2M, down 58% from $216.0M (2022-02-11 to 2023-03-10)
Form ADVobserved 5 days ago
$-126M
Occurred
Dec 3, 2016
First Form ADV filing
M & A Consulting Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6ac41dfa-7c66-2d02-ed62-b53b90876a61
First observed: Dec 3, 2016
Last observed: Mar 5, 2026 6 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.

CAM INVESTOR SOLUTIONS

M & A CONSULTING GROUP, LLC, CRD 286078

AUSTIN, 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:6ac41dfa-7c66-2d02-ed62-b53b90876a61

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:36 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARC ANTHONY JIMENEZ

Certified Financial Planner|Chartered Financial Analyst

AUSTIN, TX

SARAH JO CONTINO

n/a

LAND OF LAKES, FL | AUSTIN, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JIMENEZ, MARC, ANTHONY

MANAGING PRINCIPAL / CCO

yes

12/2016

Dec 3, 2016

Nov 22, 2024

City

State

Country

Employees

Also broker-dealer

Denver

United States

WESLEY CHAPEL

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$155M

n/a

2024

Mar 5, 2025

$117M

n/a

2023

Mar 12, 2024

$98.7M

n/a

2022

Mar 10, 2023

$90.2M

n/a

2021

Feb 11, 2022

$216M

n/a

2020

Mar 2, 2021

$189M

n/a

2019

Feb 26, 2020

$178M

n/a

2018

Feb 25, 2019

$154M

n/a

2017

Feb 27, 2018

$149M

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

$155M

$117M

33.4%

$90.2M

19.9%