SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Camden Wealth Advisors LLC
Houston, TX
CRD 148518
Firm filing updated September 9, 2026 ·
- $366.3MAssets
- 5Advisory staff
- 524Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals96
- Individuals58
- Pension and profit sharing plans6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 58 | $12.2 million |
| High net worth individuals | 96 | $341.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $12.9 million |
| Other investment advisors | Fewer than 5 clients | $20,820 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "FAMILY OFFICE SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "FAMILY OFFICE SERVICES"
Assets and accounts
- Regulatory assets$366.3 million
- Accounts524
- Discretionary$362.5 million · 518 accounts
- Non-discretionary$3.8 million · 6 accounts
People
- Employees6
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients11 to 25
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 148518, SEC file 801-70004.
- Registered with the SEC as an investment advisor (status date on record: March 9, 2009).
Is Camden Wealth Advisors LLC a fiduciary?
Short answer: Camden Wealth Advisors LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.