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
Camden Wealth Advisors LLC
Latest filing Sep 9, 2026
First filing on the tape Nov 17, 2011 · 38 filings
SEC status approved since Mar 9, 2009
RAUM
$366M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
96%
$353M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$73.3M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$366M as of Mar 26, 2026
Mar 26, 2012$111M then
HNW client RAUM$341M as of Mar 26, 2026
Mar 27, 2018$153M then
State-registered IARs (5.B.3)5 as of Mar 26, 2026
Mar 26, 20120 then
Employees (5.A)6 as of Mar 26, 2026
Mar 26, 20133 then
Private funds: no history
RAUM +7.7% over the last fiscal year+9.4% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
- RAUM per advisor
- $73.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 31derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $699,072derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 3.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 0.8derived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.5%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, otherreportedItem 5.G
- Custody
- $173M, 154 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
- is an insurance broker or agent (6.A.6)
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$341M93%
- Pension and profit-sharing plans$12.9M3.5%
- Individuals$12.2M3.3%
- Other investment advisers$20,8200.0%
- Individual clients
- 58reported
- HNW clients
- 96reported
- Pension plan clients
- 6reported
- Charitable clients
- n/areported
- Accounts
- 524reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $173M for 154 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Alvaro Trullenque | Houston, Tx | Mar 20, 2009 | 38 y | 2 |
| Marc Allen Sony | Kingwood, Tx | Jul 9, 2009 | 29 y | 1 |
| Manuel Malvaez | Kingwood, Tx | Feb 14, 2011 | 37 y | 1 |
| Carlos Antonio Perez | Houston, Tx | Jun 18, 2014 | 34 y | 3 |
| Alfredo E Miranda | Houston, Tx | Feb 24, 2015 | 11 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
- Carlos Antonio Perez to Doliver Advisors, L.P.Mar 26, 2013 · Other
Joined, latest
- Carlos Antonio Perez from Doliver Advisors, L.P.Jun 18, 2014 · Other
- Carlos Antonio Perez from Stanford Group CompanyMar 9, 2011 · Other
- Manuel Malvaez from Stanford Group CompanyFeb 14, 2011 · Other
- Marc Allen Sony from Citigroup Global Markets Inc.Jul 9, 2009 · Other
- Alvaro Trullenque from Stanford Group CompanyMar 20, 2009 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Alvaro Trullenque · Managing Member/Chief Compliance Officercontrolsince 03/2009 · owns 75% or more
Related persons
Schedule D 7.A
- Inscription Family Office, LLCinvestment advisern
Advisers that list Camden Wealth Advisors LLC as a related person
- 301900 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 3 | 0 | 0 | ||
| Kingwood, Tx | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Financial planning clients · 11-25 to 11-25Mar 26, 2026 to Sep 9, 2026
- Succession · false to unsetMar 26, 2026 to Sep 9, 2026
- Accounts · 518 to 524Mar 18, 2025 to Mar 26, 2026
- HNW clients · 97 to 96Mar 18, 2025 to Mar 26, 2026
- Individual clients · 49 to 58Mar 18, 2025 to Mar 26, 2026
- Assets in custody · $173M to $173MMar 18, 2025 to Mar 26, 2026
- Employees · 5 to 6Mar 18, 2025 to Mar 26, 2026
- Discretionary RAUM · $337M to $362MMar 18, 2025 to Mar 26, 2026
- HNW RAUM · $316M to $341MMar 18, 2025 to Mar 26, 2026
- Individual RAUM · $13.8M to $12.2MMar 18, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $3.4M to $3.8MMar 18, 2025 to Mar 26, 2026
- Pension RAUM · $10.2M to $12.9MMar 18, 2025 to Mar 26, 2026
- RAUM · $340M to $366MMar 18, 2025 to Mar 26, 2026
- Accounts · 522 to 518Apr 3, 2024 to Mar 18, 2025
- HNW clients · 96 to 97Apr 3, 2024 to Mar 18, 2025
- Individual clients · 56 to 49Apr 3, 2024 to Mar 18, 2025
- Pension plan clients · unset to 6.0Apr 3, 2024 to Mar 18, 2025
- Assets in custody · $95.5M to $173MApr 3, 2024 to Mar 18, 2025
- Financial planning clients · 11-25 to 11-25Apr 3, 2024 to Mar 18, 2025
- Discretionary RAUM · $320M to $337MApr 3, 2024 to Mar 18, 2025
- HNW RAUM · $311M to $316MApr 3, 2024 to Mar 18, 2025
- Individual RAUM · $12.6M to $13.8MApr 3, 2024 to Mar 18, 2025
- Non-discretionary RAUM · $3.2M to $3.4MApr 3, 2024 to Mar 18, 2025
- Pension RAUM · unset to 10215616.0Apr 3, 2024 to Mar 18, 2025
- RAUM · $323M to $340MApr 3, 2024 to Mar 18, 2025
- Accounts · 498 to 522Feb 21, 2024 to Mar 9, 2024
- HNW clients · 90 to 96Feb 21, 2024 to Mar 9, 2024
- Individual clients · 46 to 56Feb 21, 2024 to Mar 9, 2024
- Pension plan clients · 6.0 to unsetFeb 21, 2024 to Mar 9, 2024
- Assets in custody · $91.6M to $95.5MFeb 21, 2024 to Mar 9, 2024
- Discretionary RAUM · $275M to $320MFeb 21, 2024 to Mar 9, 2024
- HNW RAUM · $259M to $311MFeb 21, 2024 to Mar 9, 2024
- Individual RAUM · $11.5M to $12.6MFeb 21, 2024 to Mar 9, 2024
- Non-discretionary RAUM · $4.7M to $3.2MFeb 21, 2024 to Mar 9, 2024
- Pension RAUM · 8990480.0 to unsetFeb 21, 2024 to Mar 9, 2024
- RAUM · $280M to $323MFeb 21, 2024 to Mar 9, 2024
- Advisory employees · 6 to 5Mar 10, 2023 to Feb 21, 2024
- Employees · 6 to 5Mar 10, 2023 to Feb 21, 2024
- State-registered IARs · 6 to 5Mar 10, 2023 to Feb 21, 2024
- Other offices · 6 to 5Mar 10, 2023 to Feb 21, 2024
Signals
2 dated events
- Camden Wealth Advisors Llc reported 6 offices beyond its principal office, up from 0 (2022-09-08 to 2022-11-21)Nov 21, 2022 · Office count change · derived
- Marie Lena Stinson (Member & Chief Compliance Officer) no longer on Schedule A of Camden Wealth Advisors Llc (listed 2021-08-17, absent 2021-09-09)Sep 9, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Camden Wealth Advisors LLC · Family Officesshared crd · office
- Camden Wealth Advisors LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 713-341-5310reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/CAMDEN-WEALTH-ADVISORSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CAMDENWEALTHADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 713-341-5312reportedpublic record, Form ADV, Sep 9, 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
- $73.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026