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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CAMMACK RETIREMENT GROUP

CAMMACK LARHETTE ADVISORS, LLC, CRD 140614

WELLESLEY, MA

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:948512d5-86e5-0d03-ae62-3bc94c9fb003

Data as of Mar 26, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 41
Dated events: 1
On other graphs: 0
Observed: Nov 14, 2011 to Mar 26, 2021
25 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: $85.5MItem 5.F on the latest filing (2021-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $85.5M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 36
Advisory employees: 28
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 3
SEC number: 801-67014
CRD: 140614
Filings on the tape: 25
First filed: Nov 14, 2011
Latest filed: Mar 26, 2021
Organised: Limited Liability Company, Massachusetts

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
ALLEN, EARLE, WINSTON	VICE PRESIDENT	Na	yes	08/2009	Mar 11, 2020	Mar 26, 2021
CHARLES W. CAMMACK ASSOCIATES INC.	OWNER - MANAGING MEMBER	E	yes	02/2007	Nov 14, 2011	Mar 26, 2021
LEVY, JEFFREY	Ceo	D	yes	12/2013	Feb 4, 2014	Mar 26, 2021
VOLO, MICHAEL, PATRICK	President	C	yes	12/2013	Feb 4, 2014	Mar 26, 2021
VOLO, MICHAEL, PATRICK	PRESIDENT, CCO	Na	yes	08/2018	Feb 4, 2014	Mar 26, 2021
CAMMACK RETIREMENT GROUP INC	PURCHASED 100% OF STOCK	E	no	12/2013	Feb 4, 2014	Mar 26, 2021

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
CAPFINANCIAL PARTNERS, LLC	n/a	Institutional manager	$1237B	N	yes	n/a
CAPFINANCIAL SECURITIES, LLC.	n/a	Former SEC adviser	$116B	N	yes	n/a
PENSIONMARK FINANCIAL GROUP, LLC	n/a	Other adviser	$72B	N	yes	n/a
CAMMACK LARHETTE BROKERAGE, INC.	n/a	n/a	n/a	N	yes	n/a
CHARLES W. CAMMACK ASSOCIATES, INC.	n/a	n/a	n/a	Y	no	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	19	yes
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
2020	Mar 26, 2021	$85.5M	$85.5M	36	28	2	n/a	n/a
2019	Mar 11, 2020	$62.0M	$62.0M	41	28	2	n/a	n/a
2018	Mar 15, 2019	$87.0M	$87.0M	41	26	2	n/a	n/a
2017	Mar 15, 2018	$90.0M	$90.0M	41	26	2	n/a	n/a
2016	Mar 10, 2017	$79.0M	$79.0M	43	30	n/a	n/a	n/a
2015	Mar 2, 2016	$50.0M	$50.0M	43	26	n/a	n/a	n/a
2014	Mar 31, 2015	$42.6M	$42.6M	28	28	n/a	n/a	n/a
2013	Feb 4, 2014	n/a	n/a	28	28	n/a	n/a	n/a
2012	Mar 27, 2013	n/a	n/a	28	28	n/a	n/a	n/a
2011	Mar 16, 2012	n/a	n/a	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	$85.5M	$62.0M	37.9%	$90.0M	-1.7%	36	41	2	2

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
Captrust	12	May 18, 2021	Jan 1, 2025	WELLESLEY, MA	Firm absorbed	Other	57.1%
Captrust	6	May 18, 2021	Mar 1, 2021	NEW YORK, NY	Team lift out	Other	28.6%

Relationships

Affiliated with (3)

→ CAPTRUST FINANCIAL ADVISORSRegistered adviserbroker-dealer, common control
factForm ADV
→ CAPTRUSTRegistered adviserother investment adviser, common control
factForm ADV
→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← VOLO, MICHAEL, PATRICKOwnerPRESIDENT, ownership code C, individual
Feb 4, 2014 to presentfactForm ADV
← ALLEN, EARLE, WINSTONOwnerVICE PRESIDENT, ownership code NA, individual
Mar 11, 2020 to presentfactForm ADV
← LEVY, JEFFREYOwnerCEO, ownership code D, individual
Feb 4, 2014 to presentfactForm ADV
← CHARLES W. CAMMACK ASSOCIATES INC.OwnerOWNER - MANAGING MEMBER, ownership code E, domestic entity
Nov 14, 2011 to presentfactForm ADV

Owns (1)

← CAMMACK RETIREMENT GROUP INCOwnerPURCHASED 100% OF STOCK, ownership code E, domestic entity
Feb 4, 2014 to presentfactForm ADV

Moved with (1)

→ CAPTRUSTRegistered adviser13 advisors, firm absorbed, same day
May 18, 2021 to Jan 1, 2025factForm ADV

Registered with (29)

← JOHN FRANCIS BUCKLEYAdvisorregistration: previous registration
Jan 5, 2018 to May 18, 2021factForm ADV
← REBECCA SMITH HEDTLERAdvisorregistration: previous registration
Apr 14, 2020 to May 18, 2021factForm ADV
← MICHAEL PATRICK VOLOAdvisorregistration: previous registration
Oct 31, 2011 to May 18, 2021factForm ADV
← EARLE WINSTON ALLENAdvisorregistration: previous registration
Aug 11, 2009 to May 18, 2021factForm ADV
← MICHAEL ALDEN WEBBAdvisorregistration: previous registration
Mar 19, 2012 to May 18, 2021factForm ADV
← Tracey M ManziAdvisorregistration: previous registration
Mar 4, 2013 to May 18, 2021factForm ADV
← JAN JOSEPH REZLERAdvisorregistration: previous registration
Mar 8, 2011 to May 18, 2021factForm ADV
← MICHAEL D SANDERSAdvisorregistration: previous registration
Sep 26, 2012 to May 18, 2021factForm ADV
← RAYMOND FRANCIS MCGRATHAdvisorregistration: previous registration
Sep 1, 2015 to May 18, 2021factForm ADV
← JENNIFER E STEVENSAdvisorregistration: previous registration
Jun 19, 2012 to May 18, 2021factForm ADV
← Emily Morgan WrightsonAdvisorregistration: previous registration
May 8, 2012 to May 18, 2021factForm ADV
← Jared Jamael HardinAdvisorregistration: previous registration
Nov 14, 2019 to May 18, 2021factForm ADV
← JOHN ITALIANOAdvisorregistration: previous registration
Mar 19, 2018 to May 18, 2021factForm ADV
← TIMOTHY CHARLES IRVINAdvisorregistration: previous registration
Nov 10, 2014 to May 18, 2021factForm ADV
← CHARLES THOMAS RICHMONDAdvisorregistration: previous registration
Jul 10, 2020 to May 18, 2021factForm ADV
← James DuffyAdvisorregistration: previous registration
Jan 11, 2018 to May 18, 2021factForm ADV
← Joey PayneAdvisorregistration: previous registration
Sep 22, 2016 to May 18, 2021factForm ADV
← Robert Franklin FolkesAdvisorregistration: previous registration
Dec 5, 2019 to May 18, 2021factForm ADV
← Boola Said SourialAdvisorregistration: previous registration
Nov 9, 2020 to May 18, 2021factForm ADV
← Mani Dwight GrantAdvisorregistration: previous registration
Feb 20, 2020 to May 18, 2021factForm ADV
← Cristhian Alexander PerezAdvisorregistration: previous registration
Feb 9, 2021 to May 18, 2021factForm ADV
← David Adam WoodsonAdvisorregistration: previous registration
Oct 2, 2018 to Feb 5, 2021factForm ADV
← Sayed Farhad MirzadaAdvisorregistration: previous registration
Oct 15, 2012 to Feb 28, 2020factForm ADV
← Antony KhalilovAdvisorregistration: previous registration
Nov 24, 2015 to Jun 21, 2018factForm ADV
← ANTHONY JOHN COLETTIAdvisorregistration: previous registration
Feb 23, 2011 to Sep 20, 2017factForm ADV
← SCOTT JEFFREY BAUMANAdvisorregistration: previous registration
Mar 19, 2012 to Feb 24, 2015factForm ADV
← CHRISTINA TAKAKO BAUER-DOBIASAdvisorregistration: previous registration
Jul 15, 2013 to Oct 17, 2014factForm ADV
← VINCENT MICHAEL SMITHAdvisorregistration: previous registration
Sep 12, 2006 to Jun 14, 2010factForm ADV
← MARK STEVENS FORKEYAdvisorregistration: previous registration
Sep 12, 2006 to Nov 6, 2008factForm ADV

Dated events

Occurred
Mar 11, 2020
Control person joined
Winston Earle Allen (Vice President) appeared on Schedule A of Cammack Retirement Group
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:948512d5-86e5-0d03-ae62-3bc94c9fb003
First observed: Nov 14, 2011
Last observed: Mar 26, 2021 66 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.

CAMMACK RETIREMENT GROUP

CAMMACK LARHETTE ADVISORS, LLC, CRD 140614

WELLESLEY, MA

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:948512d5-86e5-0d03-ae62-3bc94c9fb003

Data as of Mar 26, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLEN, EARLE, WINSTON

VICE PRESIDENT

yes

08/2009

Mar 11, 2020

Mar 26, 2021

CHARLES W. CAMMACK ASSOCIATES INC.

OWNER - MANAGING MEMBER

yes

02/2007

Nov 14, 2011

Mar 26, 2021

LEVY, JEFFREY

Ceo

yes

12/2013

Feb 4, 2014

Mar 26, 2021

VOLO, MICHAEL, PATRICK

President

yes

12/2013

Feb 4, 2014

Mar 26, 2021

VOLO, MICHAEL, PATRICK

PRESIDENT, CCO

yes

08/2018

Feb 4, 2014

Mar 26, 2021

CAMMACK RETIREMENT GROUP INC

PURCHASED 100% OF STOCK

12/2013

Feb 4, 2014

Mar 26, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPFINANCIAL PARTNERS, LLC

n/a

Institutional manager

$1237B

yes

n/a

CAPFINANCIAL SECURITIES, LLC.

n/a

Former SEC adviser

$116B

yes

n/a

PENSIONMARK FINANCIAL GROUP, LLC

n/a

Other adviser

$72B

yes

n/a

CAMMACK LARHETTE BROKERAGE, INC.

n/a

yes

n/a

CHARLES W. CAMMACK ASSOCIATES, INC.

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 26, 2021

$85.5M

n/a

2019

Mar 11, 2020

$62.0M

n/a

2018

Mar 15, 2019

$87.0M

n/a

2017

Mar 15, 2018

$90.0M

n/a

2016

Mar 10, 2017

$79.0M

n/a

2015

Mar 2, 2016

$50.0M

n/a

2014

Mar 31, 2015

$42.6M

n/a

2013

Feb 4, 2014

n/a

2012

Mar 27, 2013

n/a

2011

Mar 16, 2012

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

$85.5M

$62.0M

37.9%

$90.0M

-1.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Captrust

May 18, 2021

Jan 1, 2025

WELLESLEY, MA

Firm absorbed

Other

57.1%

Captrust

May 18, 2021

Mar 1, 2021

NEW YORK, NY

Team lift out

Other

28.6%