DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••••••• C•••••• M••••••••• L••
Latest filing Feb 18, 2026
First filing on the tape Jan 31, 2012 · 25 filings
SEC status approved since Aug 25, 2014
RAUM
$458M
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
94%
$429M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$114M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$458M as of Feb 18, 2026
Feb 24, 2012$65.6M then
HNW client RAUM$353M as of Feb 18, 2026
Mar 15, 2018$99.9M then
State-registered IARs (5.B.3)4 as of Feb 18, 2026
Feb 24, 20120 then
Employees (5.A)5 as of Feb 18, 2026
Mar 5, 20155 then
Private funds: no history
RAUM +19% over the last fiscal year+19% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Feb 18, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $114MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 85derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $465,255derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 6.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -0.6%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Custody
- $88.8M, 103 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$353M77%
- Individuals$76.3M17%
- Pension and profit-sharing plans$24.4M5.3%
- Charitable organizations$4.1M0.9%
- Individual clients
- 227reported
- HNW clients
- 112reported
- Pension plan clients
- 4reported
- Charitable clients
- 3reported
- Accounts
- 984reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $88.8M for 103 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| N•••••••• W•••••• K•••••••Certified Financial Planner | O'Fallon, Il | Aug 28, 2008 | 21 y | 1 |
| M•••••• J••• H•••Certified Financial Planner | O'Fallon, Il | Feb 11, 2013 | 17 y | 1 |
| S••••• E• H••••••Certified Financial Planner | O'Fallon, Il | Nov 8, 2016 | 10 y | 0 |
| D••••• J••••• P•••••Certified Financial Planner | O'Fallon, Il | Jun 23, 2023 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Z•••••• J••• J••••• to A••••••• C•••••• S••••••••• L••Oct 23, 2019 · RIA to RIA
- N••••• L• P••••••• to B••••••••• C•••••• M••••••••• L••Apr 4, 2019 · RIA to RIA
- A••••• N••••• O••••••••• to N•• A•••••• S•••••••• L••Feb 4, 2014 · Other
Joined, latest
- Z•••••• J••• J••••• from F•••• B•••••••• A••••••• L•••••Mar 20, 2014 · Other
- M•••••• J••• H••• from E••••• J••••Feb 11, 2013 · Other
- N•••••••• W•••••• K••••••• from M••••• K••••• • C••••••• L••Aug 28, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K•••••••• N••••••••• W•••••• · Managing Member And Chief Compliance Officercontrolsince 01/2011 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Ofallon, Il | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- St. Louis, MO3 employees
What changed
consecutive filings, newest first
- Accounts · 964 to 984Aug 28, 2025 to Feb 18, 2026
- Advisory employees · 3 to 4Aug 28, 2025 to Feb 18, 2026
- HNW clients · 96 to 112Aug 28, 2025 to Feb 18, 2026
- Individual clients · 245 to 227Aug 28, 2025 to Feb 18, 2026
- Assets in custody · $229M to $88.8MAug 28, 2025 to Feb 18, 2026
- Discretionary RAUM · $354M to $422MAug 28, 2025 to Feb 18, 2026
- HNW RAUM · $283M to $353MAug 28, 2025 to Feb 18, 2026
- Individual RAUM · $78.5M to $76.3MAug 28, 2025 to Feb 18, 2026
- Non-discretionary RAUM · $30.8M to $36.0MAug 28, 2025 to Feb 18, 2026
- Pension RAUM · $19.9M to $24.4MAug 28, 2025 to Feb 18, 2026
- RAUM · $385M to $458MAug 28, 2025 to Feb 18, 2026
- Accounts · 932 to 964Feb 21, 2024 to Feb 14, 2025
- HNW clients · 83 to 96Feb 21, 2024 to Feb 14, 2025
- Individual clients · 255 to 245Feb 21, 2024 to Feb 14, 2025
- Pension plan clients · 3 to 4Feb 21, 2024 to Feb 14, 2025
- Assets in custody · $187M to $229MFeb 21, 2024 to Feb 14, 2025
- Financial planning clients · 1-10 to 1-10Feb 21, 2024 to Feb 14, 2025
- Discretionary RAUM · $292M to $354MFeb 21, 2024 to Feb 14, 2025
- HNW RAUM · $227M to $283MFeb 21, 2024 to Feb 14, 2025
- Individual RAUM · $73.8M to $78.5MFeb 21, 2024 to Feb 14, 2025
- Non-discretionary RAUM · $33.0M to $30.8MFeb 21, 2024 to Feb 14, 2025
- Pension RAUM · $20.4M to $19.9MFeb 21, 2024 to Feb 14, 2025
- RAUM · $325M to $385MFeb 21, 2024 to Feb 14, 2025
- Accounts · 928 to 932Mar 2, 2023 to Feb 21, 2024
- HNW clients · 69 to 83Mar 2, 2023 to Feb 21, 2024
- Individual clients · 272 to 255Mar 2, 2023 to Feb 21, 2024
- Pension plan clients · 4 to 3Mar 2, 2023 to Feb 21, 2024
- Assets in custody · $147M to $187MMar 2, 2023 to Feb 21, 2024
- State-registered IARs · 3 to 4Mar 2, 2023 to Feb 21, 2024
- Discretionary RAUM · $242M to $292MMar 2, 2023 to Feb 21, 2024
- HNW RAUM · $177M to $227MMar 2, 2023 to Feb 21, 2024
- Individual RAUM · $73.2M to $73.8MMar 2, 2023 to Feb 21, 2024
- Non-discretionary RAUM · $27.8M to $33.0MMar 2, 2023 to Feb 21, 2024
- Pension RAUM · $17.0M to $20.4MMar 2, 2023 to Feb 21, 2024
- RAUM · $270M to $325MMar 2, 2023 to Feb 21, 2024
- Accounts · 901 to 928Feb 18, 2022 to Mar 2, 2023
- HNW clients · 72 to 69Feb 18, 2022 to Mar 2, 2023
- Individual clients · 266 to 272Feb 18, 2022 to Mar 2, 2023
- Assets in custody · $156M to $147MFeb 18, 2022 to Mar 2, 2023
- Discretionary RAUM · $259M to $242MFeb 18, 2022 to Mar 2, 2023
Signals
1 dated events
- C•••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jul 30, 2014 · ria f•••• adv filing · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@camcapmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jschaltenbrand@camcapmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- ddurrwachter@camcapmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 888-401-7274reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 314-454-0501reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 618-206-3262reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/C••••••••-CAPITAL-MANAGEMENT-LLCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- CAMCAPMGT.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 618-206-3262reportedpublic record, Form ADV, Feb 18, 2026
- Contact form
- camcapmgt.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $114Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026