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.
SEC-registered adviser
Camarda Wealth Advisory Group
Legal name Camarda Financial Advisors , LLC
Latest filing Jul 10, 2026
First filing on the tape Mar 20, 2012 · 85 filings
SEC status approved since Apr 2, 2002
RAUM
$315M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
78%
$246M individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$28.7M
derived; firm RAUM over IAPD count
Employees
17
7 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
85 filings and snapshots on the tape
RAUM$315M as of Jul 10, 2026
Mar 29, 2012$222M then
HNW client RAUM$160M as of Jul 10, 2026
Mar 29, 2018$143M then
State-registered IARs (5.B.3)11 as of Jul 10, 2026
Apr 1, 20130 then
Employees (5.A)17 as of Jul 10, 2026
Apr 1, 20137 then
Private funds: no history
RAUM -3.1% over the last fiscal year+3.8% a year over threeIARs 13 to 11offices 7 to 2
Practice profile
derived from the filing of Jul 10, 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
- $28.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 24derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $339,837derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 2.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 3.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -3.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- -15%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -17%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $5.9M, 39 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$160M51%
- Individuals$86.2M27%
- Corporations and businesses$63.0M20%
- Pension and profit-sharing plans$6.3M2.0%
- Individual clients
- 178reported
- HNW clients
- 88reported
- Pension plan clients
- n/areported
- Charitable clients
- 0reported
- Accounts
- 928reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.9M for 39 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.78 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey Michael Franklin CamardaChartered Financial Analyst | Orange Park, Fl | Nov 17, 1997 | 41 y | 0 |
| Thomas Razzano | Fleming Island, Fl | Feb 11, 2015 | 29 y | 2 |
| Kimberly Ann Camarda | Orange Park, Fl | Mar 1, 2019 | 32 y | 0 |
| Ljubisa VrceljCertified Financial Planner | Fleming Island, Fl | Nov 9, 2022 | 10 y | 0 |
| Corey Loy Oliver | Fleming Island, Fl | Jun 13, 2024 | 14 y | 1 |
| Anna Kathryn WunderlichCertified Financial Planner | Fleming Island, Fl | Jan 17, 2025 | 11 y | 1 |
| Jeffrey Dylan Camarda | Fleming Island, Fl | Mar 3, 2025 | 12 y | 0 |
| Niklas Lyle Brusen | Fleming Island, Fl | Nov 19, 2025 | 10 y | 0 |
| Forrest Gabriel Knopps | Fleming Island, Fl | Dec 2, 2025 | 10 y | 2 |
| Robert Lavon Strange | Fleming Island, Fl | Jan 6, 2026 | 11 y | 0 |
| Karle John Simmons | Fleming Island, Fl | Jan 22, 2026 | 28 y | 0 |
Advisor movement
3 left, 1 joined in 12 months
net -2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 27% of current headcount9 left over 36 months
Left, latest
- Arthur Barbosa Delgado to Strategic Advisers LLCMar 4, 2026 · RIA to affiliated broker-dealer or bank
- Clifford Jonathan Camarda to Advisor Share Wealth Management, LLCJan 16, 2026 · RIA to RIA
- Scott Richard Clementi to Oxford Wealth Group, LLCSep 24, 2025 · RIA to RIA
- Gale Edward Graves to Zacks Intelligence LLCJul 1, 2025 · RIA to RIA
- Christopher Stephen Mattox to Edelman Financial EnginesJun 30, 2025 · RIA to RIA
- Brian Patrick Callahan to Edelman Financial EnginesJun 20, 2025 · RIA to RIA
- Jennifer Pasterczyk to CovingtonalsinaAug 14, 2024 · RIA to RIA
- Troy Richard Lerche to Davis Capital ManagementJan 4, 2024 · RIA to RIA
- Peter Alba Trice to Edward JonesNov 28, 2023 · RIA to affiliated broker-dealer or bank
- Thomas Jon Casper to Lyons Wealth ManagementJun 10, 2022 · RIA to RIA
- Marc Edward Fauler to Global Wealth Management Investment Advisory, Inc.May 25, 2022 · RIA to RIA
- Scott Michael Stratton to Parallel Advisors, LLCMay 19, 2022 · RIA to RIA
- Richard Robert Dwyer to Capital Management Services, Inc.Jul 7, 2021 · RIA to RIA
- Daniel Baret Howell to Cwa Asset Management GroupJun 4, 2021 · RIA to RIA
- Jason Hinesley to Citigroup Global Markets Inc.Mar 25, 2021 · RIA to affiliated broker-dealer or bank
Joined, latest
- Forrest Gabriel Knopps from Roehl & Yi Investment Advisors, LLCDec 2, 2025 · RIA to RIA
- Christopher Stephen Mattox from Allworth Financial, L.P.May 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Gale Edward Graves from Fisher InvestmentsFeb 24, 2025 · RIA to RIA
- Anna Kathryn Wunderlich from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 17, 2025 · Wirehouse to independent RIA
- Brian Patrick Callahan from Fisher InvestmentsDec 2, 2024 · RIA to RIA
- Scott Richard Clementi from Fisher InvestmentsNov 18, 2024 · RIA to RIA
- Corey Loy Oliver from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 13, 2024 · Wirehouse to independent RIA
- Jennifer Pasterczyk from Fidelity Personal And Workplace AdvisorsNov 20, 2023 · Affiliated broker-dealer or bank to independent RIA
- Thomas Jon Casper from Creative PlanningFeb 17, 2022 · Other
- Scott Michael Stratton from Synergie Capital ManagementFeb 8, 2022 · Other
- Clifford Jonathan Camarda from Carroll Financial Associates IncNov 11, 2021 · RIA to RIA
- Marc Edward Fauler from Fidelity Personal And Workplace AdvisorsMay 21, 2021 · Affiliated broker-dealer or bank to independent RIA
- Troy Richard Lerche from Firstwave FinancialMay 4, 2021 · RIA to RIA
- Richard Robert Dwyer from Capital Management Services, Inc.Apr 8, 2021 · RIA to RIA
- Jason Hinesley from Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 3, 2021 · Wirehouse to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Securian Financial Services, Inc.Aug 29, 2018 · Fleming Island, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Jonathan Clifford Camarda · Chief Investment Officercontrolsince 01/2022 · owns less than 5%
- Michael Franklin Jeffrey Camarda · Ceocontrolsince 09/1993 · owns less than 5%
- Ann Kimberly Camarda · Presidentcontrolsince 09/1993 · owns less than 5%
- V. Ashley Howard · Chief Compliance Officercontrolsince 12/2019 · owns less than 5%
- Michael Franklin Jeffrey Camarda · Trusteecontrolsince 02/2013 · owns F of Kimberly K. Camarda 2012 Irrevocable Trust
Entity owners
- Singularity One, Lllp · Memberdirect · owns 75% or more
- Kimberly K. Camarda 2012 Irrevocable Trust · Memberindirect · owns 75% or more of Singularity One, Lllp
- Singularity Management, LLC · Memberindirect · owns F of Singularity One, Lllp
Related persons
Schedule D 7.A
- Taxmaster.US, LLCinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Fleming Island, Fl · principal | 11 | 4 | 1 | ||
| Orange Park, Fl | 2 | 0 | 0 | ||
| Windham, Nh | 0 | 0 | 0 | ||
| Ocala, Fl | 0 | 0 | 1 | ||
| Hendersonville, Tn | 0 | 0 | 0 | ||
| Prosper, Tx | 0 | 0 | 0 | ||
| Tampa, Fl | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Ponte Vedra Beach, FL1 employees
- , 1 employees
- Jacksonville, FL
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- office count dropChange between filings · filing Mar 31, 2026offices other than the principal office (Item 1.F.5) moved from 7.0 to 2.0 (-71.0%) between the annual amendments of 2025-04-03 and 2026-03-31; the peer median change was 0.0% (450 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $100M to $500M (450) · 1.3% percentile
What changed
consecutive filings, newest first
- Accounts · 1,106 to 928Feb 5, 2026 to Mar 31, 2026
- Advisory employees · 9 to 7Feb 5, 2026 to Mar 31, 2026
- Corporate clients · 22 to 20Feb 5, 2026 to Mar 31, 2026
- HNW clients · 96 to 88Feb 5, 2026 to Mar 31, 2026
- Individual clients · 225 to 178Feb 5, 2026 to Mar 31, 2026
- Assets in custody · $213M to $5.9MFeb 5, 2026 to Mar 31, 2026
- Employees · 20 to 17Feb 5, 2026 to Mar 31, 2026
- State-registered IARs · 13 to 11Feb 5, 2026 to Mar 31, 2026
- Discretionary RAUM · $317M to $305MFeb 5, 2026 to Mar 31, 2026
- HNW RAUM · $159M to $160MFeb 5, 2026 to Mar 31, 2026
- Individual RAUM · $96.1M to $86.2MFeb 5, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $8.8M to $10.2MFeb 5, 2026 to Mar 31, 2026
- Pension RAUM · $5.7M to $6.3MFeb 5, 2026 to Mar 31, 2026
- RAUM · $325M to $315MFeb 5, 2026 to Mar 31, 2026
- Other offices · 4 to 2Nov 20, 2025 to Jan 16, 2026
- Other offices · 5 to 4Jul 16, 2025 to Nov 20, 2025
- Financial planning clients · 251-500 to 251-500Apr 3, 2025 to Jul 16, 2025
- Other offices · 7 to 5Apr 3, 2025 to Jul 16, 2025
- Accounts · 1,207 to 1,106Feb 17, 2025 to Apr 3, 2025
- Advisory employees · 8 to 9Feb 17, 2025 to Apr 3, 2025
- Corporate clients · 0 to 22Feb 17, 2025 to Apr 3, 2025
- HNW clients · 105 to 96Feb 17, 2025 to Apr 3, 2025
- Individual clients · 279 to 225Feb 17, 2025 to Apr 3, 2025
- Pension plan clients · 1.0 to unsetFeb 17, 2025 to Apr 3, 2025
- Employees · 17 to 20Feb 17, 2025 to Apr 3, 2025
- State-registered IARs · 9 to 13Feb 17, 2025 to Apr 3, 2025
- Discretionary RAUM · $316M to $317MFeb 17, 2025 to Apr 3, 2025
- HNW RAUM · $215M to $159MFeb 17, 2025 to Apr 3, 2025
- Individual RAUM · $111M to $96.1MFeb 17, 2025 to Apr 3, 2025
- Non-discretionary RAUM · $15.0M to $8.8MFeb 17, 2025 to Apr 3, 2025
- Pension RAUM · $5.5M to $5.7MFeb 17, 2025 to Apr 3, 2025
- RAUM · $331M to $325MFeb 17, 2025 to Apr 3, 2025
- Related insurance company · true to falseFeb 17, 2025 to Apr 3, 2025
- Other offices · 5 to 7Jul 15, 2024 to Nov 21, 2024
- Other offices · 6 to 5Apr 22, 2024 to Jul 15, 2024
- Other offices · 5 to 6Mar 29, 2024 to Apr 22, 2024
- Accounts · 1,249 to 1,207Oct 16, 2023 to Mar 29, 2024
- Advisory employees · 7 to 8Oct 16, 2023 to Mar 29, 2024
- HNW clients · 92 to 105Oct 16, 2023 to Mar 29, 2024
- Individual clients · 298 to 279Oct 16, 2023 to Mar 29, 2024
Signals
15 dated events
- Arthur Barbosa Delgado left Camarda Wealth Advisory Group for Strategic Advisers Llc (registered 2026-04-13)Mar 4, 2026 · Advisor changed firm · fact
- Clifford Jonathan Camarda left Camarda Wealth Advisory Group for Advisor Share Wealth Management, Llc (registered 2025-12-23)Jan 16, 2026 · Advisor changed firm · fact
- Scott Richard Clementi left Camarda Wealth Advisory Group for Oxford Wealth Group, Llc (registered 2025-10-28)Sep 24, 2025 · Advisor changed firm · fact
- Gale Edward Graves left Camarda Wealth Advisory Group for Zacks Intelligence Llc (registered 2026-03-05)Jul 1, 2025 · Advisor changed firm · fact
- Christopher Stephen Mattox left Camarda Wealth Advisory Group for Edelman Financial Engines (registered 2025-07-14)Jun 30, 2025 · Advisor changed firm · fact
- Brian Patrick Callahan left Camarda Wealth Advisory Group for Edelman Financial Engines (registered 2025-06-05)Jun 20, 2025 · Advisor changed firm · fact
- Jennifer Pasterczyk left Camarda Wealth Advisory Group for Covingtonalsina (registered 2024-09-24)Aug 14, 2024 · Advisor changed firm · fact
- Troy Richard Lerche left Camarda Wealth Advisory Group for Davis Capital Management (registered 2024-01-08)Jan 4, 2024 · Advisor changed firm · fact
- Peter Alba Trice left Camarda Wealth Advisory Group for Edward Jones (registered 2024-03-27)Nov 28, 2023 · Advisor changed firm · fact
- Thomas Jon Casper left Camarda Wealth Advisory Group for Lyons Wealth Management (registered 2023-06-08)Jun 10, 2022 · Advisor changed firm · fact
- Marc Edward Fauler left Camarda Wealth Advisory Group for Global Wealth Management Investment Advisory, Inc. (registered 2022-08-19)May 25, 2022 · Advisor changed firm · fact
- Scott Michael Stratton left Camarda Wealth Advisory Group for Parallel Advisors, Llc (registered 2023-11-13)May 19, 2022 · Advisor changed firm · fact
- Jonathan Clifford Camarda (Chief Investment Officer) appeared on Schedule A of Camarda Wealth Advisory GroupMar 31, 2022 · Control person joined · fact
- Victoria Ashley Chernick (Chief Compliance Officer) appeared on Schedule A of Camarda Wealth Advisory GroupMar 20, 2020 · Control person joined · fact
- Camarda Wealth Advisory Group reported succeeding to the business of Another Adviser (Form ADV Item 4)Feb 26, 2013 · Succession (Item 4) · 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@camarda.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-262-1083reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 888-226-2732reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- CAMARDA.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 904-278-1177reportedpublic record, Form ADV, Jul 10, 2026
- Contact form
- camarda.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- camarda.com/about/teamreportedpublished 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
- $28.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026