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
Cam Investor Solutions
Legal name M & A Consulting Group, LLC
Latest filing Mar 5, 2026
First filing on the tape Dec 3, 2016 · 28 filings
SEC status approved since Jan 3, 2017
RAUM
$155M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$152M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$77.7M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$155M as of Mar 5, 2026
Feb 27, 2018$149M then
HNW client RAUM$146M as of Mar 5, 2026
Feb 27, 2018$138M then
State-registered IARs (5.B.3)2 as of Mar 5, 2026
Feb 27, 20183 then
Employees (5.A)3 as of Mar 5, 2026
Feb 27, 20183 then
Private funds: no history
RAUM +33% over the last fiscal year+20% a year over threeIARs 3 to 2
Practice profile
derived from the filing of Mar 5, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- $77.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 73derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.4MderivedHNW RAUM over HNW clients
- Average account
- $249,438derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 0.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +33%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -0.7%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $45.1M, 88 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$146M94%
- Individuals$5.4M3.5%
- Pension and profit-sharing plans$3.9M2.5%
- Individual clients
- 44reported
- HNW clients
- 102reported
- Pension plan clients
- 5reported
- Charitable clients
- n/areported
- Accounts
- 623reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $45.1M for 88 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Marc Anthony JimenezCertified Financial Planner, Chartered Financial Analyst | Austin, Tx | Jan 5, 2017 | 27 y | 6 |
| Sarah Jo Contino | Land Of Lakes, Fl | Jul 13, 2018 | 25 y | 3 |
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 headcount1 left over 36 months
Left, latest
- Alyssa Rose Hinojosa Calhoun to Mercer Global Advisors Inc.Mar 13, 2025 · RIA to RIA
- Josh David Lozow to Buckingham Strategic Wealth, LLCJun 4, 2019 · RIA to affiliated broker-dealer or bank
- Stephen Eliot Chen to Boldin AdvisorsOct 16, 2018 · RIA to a newly registered adviser
Joined, latest
- Alyssa Rose Hinojosa Calhoun from Dimensional Fund Advisors LPJun 2, 2021 · Other
- Sarah Jo Contino from Ameriprise Financial Services, LLCJul 13, 2018 · Affiliated broker-dealer or bank to independent RIA
- Josh David Lozow from Ghp Investment Advisors IncAug 23, 2017 · Other
- Marc Anthony Jimenez from Mclean Asset Management Corp.Jan 5, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Anthony Marc Jimenez · Managing Principal / Ccocontrolsince 12/2016 · 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 |
|---|---|---|---|---|---|
| Austin, Tx · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Denver, CO1 employees
- Wesley Chapel, FL1 employees
What changed
consecutive filings, newest first
- Accounts · 531 to 623Jul 24, 2025 to Mar 5, 2026
- Advisory employees · 3 to 2Jul 24, 2025 to Mar 5, 2026
- HNW clients · 116 to 102Jul 24, 2025 to Mar 5, 2026
- Individual clients · 31 to 44Jul 24, 2025 to Mar 5, 2026
- Assets in custody · $33.6M to $45.1MJul 24, 2025 to Mar 5, 2026
- State-registered IARs · 3 to 2Jul 24, 2025 to Mar 5, 2026
- Discretionary RAUM · $117M to $155MJul 24, 2025 to Mar 5, 2026
- HNW RAUM · $109M to $146MJul 24, 2025 to Mar 5, 2026
- Individual RAUM · $3.7M to $5.4MJul 24, 2025 to Mar 5, 2026
- Pension RAUM · $4.3M to $3.9MJul 24, 2025 to Mar 5, 2026
- RAUM · $117M to $155MJul 24, 2025 to Mar 5, 2026
- Financial planning clients · 1-10 to 1-10May 6, 2025 to Jul 24, 2025
- Accounts · 390 to 531Nov 22, 2024 to Mar 5, 2025
- HNW clients · 109 to 116Nov 22, 2024 to Mar 5, 2025
- Individual clients · 36 to 31Nov 22, 2024 to Mar 5, 2025
- Pension plan clients · unset to 5.0Nov 22, 2024 to Mar 5, 2025
- Assets in custody · $28.1M to $33.6MNov 22, 2024 to Mar 5, 2025
- Discretionary RAUM · $98.7M to $117MNov 22, 2024 to Mar 5, 2025
- HNW RAUM · $91.8M to $109MNov 22, 2024 to Mar 5, 2025
- Individual RAUM · $4.3M to $3.7MNov 22, 2024 to Mar 5, 2025
- Pension RAUM · $2.6M to $4.3MNov 22, 2024 to Mar 5, 2025
- RAUM · $98.7M to $117MNov 22, 2024 to Mar 5, 2025
- HNW clients · 113 to 109Mar 12, 2024 to Mar 13, 2024
- HNW RAUM · $94.4M to $91.8MMar 12, 2024 to Mar 13, 2024
- Pension RAUM · unset to 2600000.0Mar 12, 2024 to Mar 13, 2024
- Accounts · 438 to 390Jul 24, 2023 to Mar 12, 2024
- HNW clients · 75 to 113Jul 24, 2023 to Mar 12, 2024
- Individual clients · 49 to 36Jul 24, 2023 to Mar 12, 2024
- Assets in custody · $18.5M to $28.1MJul 24, 2023 to Mar 12, 2024
- Discretionary RAUM · $90.2M to $98.7MJul 24, 2023 to Mar 12, 2024
- HNW RAUM · $78.0M to $94.4MJul 24, 2023 to Mar 12, 2024
- Individual RAUM · $12.2M to $4.3MJul 24, 2023 to Mar 12, 2024
- RAUM · $90.2M to $98.7MJul 24, 2023 to Mar 12, 2024
- Accounts · 793 to 438Feb 11, 2022 to Mar 10, 2023
- HNW clients · 100 to 75Feb 11, 2022 to Mar 10, 2023
- Individual clients · 88 to 49Feb 11, 2022 to Mar 10, 2023
- Assets in custody · $16.0M to $18.5MFeb 11, 2022 to Mar 10, 2023
- HQ city · DENVER to AUSTINFeb 11, 2022 to Mar 10, 2023
- HQ state · CO to TXFeb 11, 2022 to Mar 10, 2023
- Discretionary RAUM · $216M to $90.2MFeb 11, 2022 to Mar 10, 2023
Signals
3 dated events
- Alyssa Rose Hinojosa Calhoun left Cam Investor Solutions for Mercer Global Advisors Inc. (registered 2025-04-07)Mar 13, 2025 · Advisor changed firm · fact
- Cam Investor Solutions reported RAUM $90.2M, down 58% from $216.0M (2022-02-11 to 2023-03-10)Mar 10, 2023 · RAUM change · derived
- M & A Consulting Group, Llc filed its initial SEC registration (Form ADV)Dec 3, 2016 · First SEC registration · 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@caminvestor.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 844-247-0787reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/CAM-INVESTOR-SOLUTIONSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CAMINVESTOR.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 720-575-7775reportedpublic record, Form ADV, Mar 5, 2026
- Contact form
- CAMINVESTOR.COM/contact-usreportedpublished by the firm, firm site, Sep 16, 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
- $77.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026