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.

Former SEC-registered adviser

Cammack Retirement Group

Former SEC-registered adviserWellesley, MassachusettsCRD 140614SEC 801-67014IAPD
Legal name Cammack Larhette Advisors, LLC
Latest filing Mar 26, 2021
First filing on the tape Nov 14, 2011 · 25 filings
RAUM
$85.5M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
36
28 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$85.5M as of Mar 26, 2021
Mar 31, 2015$42.6M then
HNW client RAUM: no history
State-registered IARs (5.B.3)28 as of Mar 26, 2021
Mar 16, 20120 then
Employees (5.A)36 as of Mar 26, 2021
Mar 27, 201328 then
Private funds: no history
RAUM +38% over the last fiscal year-1.7% a year over threeIARs 26 to 28
Practice profile
derived from the filing of Mar 26, 2021; every figure names its basis
RAUM per advisor
$3.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$28.5MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
9.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year
+38%derivedbetween the last two annual amendments
Advisor growth, one year
+7.7%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed feesreportedItem 5.E
Advisory activities
pension consulting, educational seminarsreportedItem 5.G
Ownership
controlled by a public reporting companyderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pension and profit-sharing plans$85.5M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Winston Earle Allen · Vice Presidentcontrol
      since 08/2009 · owns less than 5%
    • Patrick Michael Volo · President, Ccocontrol
      since 08/2018 · owns less than 5%
    • Jeffrey Levy · Ceocontrol
      since 12/2013 · owns 50% to 75% of Cammack Retirement Group Inc
    • Patrick Michael Volo · Presidentcontrol
      since 12/2013 · owns 25% to 50% of Cammack Retirement Group Inc
    Entity owners
    • Charles W. Cammack Associates Inc. · Owner - Managing Member
      direct · owns 75% or more
    • Cammack Retirement Group Inc · Purchased 100% Of Stock
      indirect · owns 75% or more of Charles W. Cammack Associates Inc.
    Related persons
    Schedule D 7.A
    Offices
    Schedule D 1.F, the 25 largest
    • New York, NY19 employees
    • , 1 employees
    What changed
    consecutive filings, newest first
    • Accounts · 2 to 3
      Feb 19, 2021 to Mar 26, 2021
    • Employees · 41 to 36
      Feb 19, 2021 to Mar 26, 2021
    • State-registered IARs · 26 to 28
      Feb 19, 2021 to Mar 26, 2021
    • Discretionary RAUM · $62.0M to $85.5M
      Feb 19, 2021 to Mar 26, 2021
    • Pension RAUM · $62.0M to $85.5M
      Feb 19, 2021 to Mar 26, 2021
    • RAUM · $62.0M to $85.5M
      Feb 19, 2021 to Mar 26, 2021
    • Related adviser · false to true
      Nov 12, 2020 to Feb 19, 2021
    • Accounts · 3 to 2
      Sep 29, 2019 to Mar 11, 2020
    • Advisory employees · 26 to 28
      Sep 29, 2019 to Mar 11, 2020
    • BD registered reps · 28 to 26
      Sep 29, 2019 to Mar 11, 2020
    • State-registered IARs · 24 to 26
      Sep 29, 2019 to Mar 11, 2020
    • Discretionary RAUM · $87.0M to $62.0M
      Sep 29, 2019 to Mar 11, 2020
    • Pension RAUM · $87.0M to $62.0M
      Sep 29, 2019 to Mar 11, 2020
    • RAUM · $87.0M to $62.0M
      Sep 29, 2019 to Mar 11, 2020
    • BD registered reps · 23 to 28
      Oct 19, 2018 to Mar 15, 2019
    • Pension plan clients · 105.0 to unset
      Oct 19, 2018 to Mar 15, 2019
    • State-registered IARs · 26 to 24
      Oct 19, 2018 to Mar 15, 2019
    • Discretionary RAUM · $90.0M to $87.0M
      Oct 19, 2018 to Mar 15, 2019
    • Pension RAUM · $90.0M to $87.0M
      Oct 19, 2018 to Mar 15, 2019
    • RAUM · $90.0M to $87.0M
      Oct 19, 2018 to Mar 15, 2019
    • Advisory employees · 30 to 26
      Aug 17, 2017 to Mar 15, 2018
    • BD registered reps · 24 to 23
      Aug 17, 2017 to Mar 15, 2018
    • Pension plan clients · unset to 105.0
      Aug 17, 2017 to Mar 15, 2018
    • Employees · 43 to 41
      Aug 17, 2017 to Mar 15, 2018
    • State-registered IARs · 25 to 26
      Aug 17, 2017 to Mar 15, 2018
    • Other offices · unset to 2.0
      Aug 17, 2017 to Mar 15, 2018
    • Discretionary RAUM · $79.0M to $90.0M
      Aug 17, 2017 to Mar 15, 2018
    • Pension RAUM · unset to 90000000.0
      Aug 17, 2017 to Mar 15, 2018
    • RAUM · $79.0M to $90.0M
      Aug 17, 2017 to Mar 15, 2018
    • Advisory employees · 26 to 30
      Dec 21, 2016 to Mar 10, 2017
    • BD registered reps · 23 to 24
      Dec 21, 2016 to Mar 10, 2017
    • State-registered IARs · 26 to 25
      Dec 21, 2016 to Mar 10, 2017
    • Discretionary RAUM · $50.0M to $79.0M
      Dec 21, 2016 to Mar 10, 2017
    • RAUM · $50.0M to $79.0M
      Dec 21, 2016 to Mar 10, 2017
    • Accounts · 2 to 3
      Dec 22, 2015 to Mar 2, 2016
    • Advisory employees · 28 to 26
      Dec 22, 2015 to Mar 2, 2016
    • BD registered reps · 28 to 23
      Dec 22, 2015 to Mar 2, 2016
    • Employees · 28 to 43
      Dec 22, 2015 to Mar 2, 2016
    • State-registered IARs · 28 to 26
      Dec 22, 2015 to Mar 2, 2016
    • Discretionary RAUM · $42.6M to $50.0M
      Dec 22, 2015 to Mar 2, 2016
    Signals
    1 dated events
    • Winston Earle Allen (Vice President) appeared on Schedule A of Cammack Retirement Group
      Mar 11, 2020 · Control person joined · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    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
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026