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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

QUEENS OAK ADVISORS

CAMG SOLAMERE MANAGEMENT, LLC, CRD 150605

CHARLOTTE, NC

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:7e5ca72f-6da3-f1fb-eb45-a639cc04473b

Data as of Nov 23, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 2
On other graphs: 0
Observed: Jan 13, 2012 to Nov 23, 2021
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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $578MItem 5.F on the latest filing (2021-11-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $578M
Private client RAUM: $424MderivedItem 5.D individuals plus high net worth individuals
Private client share: 73%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 451
Individual clients: 67
High net worth clients: 116
Custody, client assets: $103M
SEC number: 801-70356
CRD: 150605
Filings on the tape: 28
First filed: Jan 13, 2012
Latest filed: Nov 23, 2021
Organised: Limited Liability Company, Delaware

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
CAMG SOLAMERE, LLC	Member	D	yes	05/2009	Jan 13, 2012	Nov 23, 2021
CHARLOTTE ASSET MANAGEMENT GROUP LLC	Member	B	yes	05/2009	Jan 13, 2012	Nov 23, 2021
EDWARDS, DON, HUNTER	Member	D	yes	02/2011	Mar 29, 2019	Nov 23, 2021
EVANS, LEILA, TARATUS	Member	C	yes	05/2009	Jan 13, 2012	Nov 23, 2021
EVANS, LEILA, TARATUS	DIRECTOR OF CLIENT SERVICE	Na	yes	03/2014	Jan 13, 2012	Nov 23, 2021
JONES, WESLEY, MALONE	Member	D	yes	02/2011	Mar 29, 2019	Nov 23, 2021
MAY, BERT, DEEMS	Member	C	yes	05/2009	Jan 13, 2012	Nov 23, 2021
ROMNEY, TAGGART, MITT	Member	C	yes	06/2008	Jan 13, 2012	Nov 23, 2021
SCHEUERMANN, ERIC, FRANZ	Member	C	yes	06/2008	Jan 13, 2012	Nov 23, 2021
SOLAMERE GROUP, LLC	MANAGING MEMBER	F	yes	05/2009	Jan 13, 2012	Nov 23, 2021
ZWICK, SPENCER, JOHNSON	Member	C	yes	06/2008	Jan 13, 2012	Nov 23, 2021
KOUPIS, LLC	Member	A	no	02/2011	Mar 29, 2019	Nov 23, 2021
PHILLIPS, BRANDON, RICHARD	CHIEF COMPLIANCE OFFICER / DIRECTOR OF INVESTMENT OPERATIONS	Na	no	11/2021	Jan 13, 2012	Nov 23, 2021
TEAL, ERIC, MCCLINDON	Member	B	no	09/2015	Oct 16, 2015	Nov 23, 2021

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
2020	Mar 29, 2021	$578M	$578M	7	7	0	n/a	n/a
2019	Mar 30, 2020	$504M	$504M	8	8	0	n/a	n/a
2018	Mar 29, 2019	$506M	$506M	10	8	0	n/a	n/a
2017	Mar 29, 2018	$574M	$565M	13	11	0	n/a	n/a
2016	Mar 31, 2017	$461M	$454M	10	10	n/a	n/a	n/a
2015	Mar 24, 2016	$343M	$336M	11	10	n/a	n/a	n/a
2014	Mar 31, 2015	$391M	$346M	11	10	n/a	n/a	n/a
2013	Mar 31, 2014	$283M	$247M	11	9	n/a	n/a	n/a
2012	Mar 28, 2013	$242M	$220M	9	7	n/a	n/a	n/a
2011	Mar 29, 2012	$129M	$116M	n/a	n/a	n/a	n/a	n/a

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
2020	$578M	$504M	14.6%	$574M	0.2%	6	8	0	0

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
MAI CAPITAL MANAGEMENT, LLC	5	Dec 15, 2021	Dec 24, 2021	CHARLOTTE, NC	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (10)

← EDWARDS, DON, HUNTEROwnerMEMBER, ownership code D, individual
Mar 29, 2019 to presentfactForm ADV
← JONES, WESLEY, MALONEOwnerMEMBER, ownership code D, individual
Mar 29, 2019 to presentfactForm ADV
← EVANS, LEILA, TARATUSOwnerMEMBER, ownership code C, individual
Jan 13, 2012 to presentfactForm ADV
← MAY, BERT, DEEMSOwnerMEMBER, ownership code C, individual
Jan 13, 2012 to presentfactForm ADV
← ROMNEY, TAGGART, MITTOwnerMEMBER, ownership code C, individual
Jan 13, 2012 to presentfactForm ADV
← SCHEUERMANN, ERIC, FRANZOwnerMEMBER, ownership code C, individual
Jan 13, 2012 to presentfactForm ADV
← ZWICK, SPENCER, JOHNSONOwnerMEMBER, ownership code C, individual
Jan 13, 2012 to presentfactForm ADV
← CAMG SOLAMERE, LLCOwnerMEMBER, ownership code D, domestic entity
Jan 13, 2012 to presentfactForm ADV
← CHARLOTTE ASSET MANAGEMENT GROUP LLCOwnerMEMBER, ownership code B, domestic entity
Jan 13, 2012 to presentfactForm ADV
← SOLAMERE GROUP, LLCOwnerMANAGING MEMBER, ownership code F, domestic entity
Jan 13, 2012 to presentfactForm ADV

Owns (3)

← TEAL, ERIC, MCCLINDONOwnerMEMBER, ownership code B, individual
Oct 16, 2015 to presentfactForm ADV
← PHILLIPS, BRANDON, RICHARDOwnerCHIEF COMPLIANCE OFFICER / DIRECTOR OF INVESTMENT OPERATIONS, ownership code NA, individual
Jan 13, 2012 to presentfactForm ADV
← KOUPIS, LLCOwnerMEMBER, ownership code A, domestic entity
Mar 29, 2019 to presentfactForm ADV

Affiliated with (1)

← BUCKHORN CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, control
factForm ADV

Moved with (1)

→ MAI CAPITAL MANAGEMENT, LLCRegistered adviser5 advisors, firm absorbed, same day
Dec 15, 2021 to Dec 24, 2021factForm ADV

Registered with (10)

← LEILA TARATUS EVANSAdvisorregistration: previous registration
Sep 3, 2009 to Dec 15, 2021factForm ADV
← MICHELE V STUTTSAdvisorregistration: previous registration
Aug 13, 2013 to Dec 15, 2021factForm ADV
← BRANDON RICHARD PHILLIPSAdvisorregistration: previous registration
Mar 24, 2015 to Dec 15, 2021factForm ADV
← BERT DEEMS MAYAdvisorregistration: previous registration
Sep 3, 2009 to Dec 15, 2021factForm ADV
← KEVIN JAMES RUNGEAdvisorregistration: previous registration
Sep 5, 2019 to Dec 15, 2021factForm ADV
← KRISTIN N LEWISAdvisorregistration: previous registration
Apr 28, 2011 to Jan 17, 2020factForm ADV
← Susan Mackenzie ArnettAdvisorregistration: previous registration
Jan 19, 2018 to Apr 11, 2019factForm ADV
← PETER LINDSEY JESPERSENAdvisorregistration: previous registration
Jan 18, 2014 to Oct 5, 2015factForm ADV
← STEPHEN EDWARD WILSONAdvisorregistration: previous registration
Sep 3, 2009 to Mar 18, 2014factForm ADV
← ROBERT BRYAN CANNONAdvisorregistration: previous registration
Sep 3, 2009 to Jan 22, 2010factForm ADV

Dated events

Occurred
Mar 29, 2019
Control person joined
Malone Wesley Jones (Member) appeared on Schedule A of Queens Oak Advisors
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Control person joined
Hunter Don Edwards (Member) appeared on Schedule A of Queens Oak Advisors
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e5ca72f-6da3-f1fb-eb45-a639cc04473b
First observed: Jan 13, 2012
Last observed: Nov 23, 2021 58 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.

QUEENS OAK ADVISORS

CAMG SOLAMERE MANAGEMENT, LLC, CRD 150605

CHARLOTTE, NC

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:7e5ca72f-6da3-f1fb-eb45-a639cc04473b

Data as of Nov 23, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAMG SOLAMERE, LLC

Member

yes

05/2009

Jan 13, 2012

Nov 23, 2021

CHARLOTTE ASSET MANAGEMENT GROUP LLC

Member

yes

05/2009

Jan 13, 2012

Nov 23, 2021

EDWARDS, DON, HUNTER

Member

yes

02/2011

Mar 29, 2019

Nov 23, 2021

EVANS, LEILA, TARATUS

Member

yes

05/2009

Jan 13, 2012

Nov 23, 2021

EVANS, LEILA, TARATUS

DIRECTOR OF CLIENT SERVICE

yes

03/2014

Jan 13, 2012

Nov 23, 2021

JONES, WESLEY, MALONE

Member

yes

02/2011

Mar 29, 2019

Nov 23, 2021

MAY, BERT, DEEMS

Member

yes

05/2009

Jan 13, 2012

Nov 23, 2021

ROMNEY, TAGGART, MITT

Member

yes

06/2008

Jan 13, 2012

Nov 23, 2021

SCHEUERMANN, ERIC, FRANZ

Member

yes

06/2008

Jan 13, 2012

Nov 23, 2021

SOLAMERE GROUP, LLC

MANAGING MEMBER

yes

05/2009

Jan 13, 2012

Nov 23, 2021

ZWICK, SPENCER, JOHNSON

Member

yes

06/2008

Jan 13, 2012

Nov 23, 2021

KOUPIS, LLC

Member

02/2011

Mar 29, 2019

Nov 23, 2021

PHILLIPS, BRANDON, RICHARD

CHIEF COMPLIANCE OFFICER / DIRECTOR OF INVESTMENT OPERATIONS

11/2021

Jan 13, 2012

Nov 23, 2021

TEAL, ERIC, MCCLINDON

Member

09/2015

Oct 16, 2015

Nov 23, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 29, 2021

$578M

n/a

2019

Mar 30, 2020

$504M

n/a

2018

Mar 29, 2019

$506M

n/a

2017

Mar 29, 2018

$574M

$565M

n/a

2016

Mar 31, 2017

$461M

$454M

n/a

2015

Mar 24, 2016

$343M

$336M

n/a

2014

Mar 31, 2015

$391M

$346M

n/a

2013

Mar 31, 2014

$283M

$247M

n/a

2012

Mar 28, 2013

$242M

$220M

n/a

2011

Mar 29, 2012

$129M

$116M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$578M

$504M

14.6%

$574M

0.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MAI CAPITAL MANAGEMENT, LLC

Dec 15, 2021

Dec 24, 2021

CHARLOTTE, NC

Firm absorbed

RIA to RIA

100.0%