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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-17-1997
- Office Locations
- 1
Office Locations
About Camarda Wealth Advisory Group
Camarda Wealth Advisory Group is a PhD-led wealth manager providing full-service financial planning and wealth management alongside active portfolio management aimed at growth with downside protection, with a clear focus on retirees and pre-retirees. Led by Dr. Jeff Camarda, CFA (Doctor of Financial & Retirement Planning), the team produces regular market and retirement education. Portfolios are ETF-heavy and primarily custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Services
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Owner & Executives
JEFFREY MICHAEL FRANKLIN CAMARDA
Chief Executive Officer, Founder
- CRD
- #1321857
- Ownership
- Less than 5%
KIMBERLY ANN CAMARDA
Chief Operating Officer, President
- CRD
- #2363791
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Niklas Lyle Brusen
PWA Associate
- CRD
- #8190121
Jeffrey Dylan Camarda
Fiduciary Investment & Wealth Advisor
- CRD
- #7976867
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,206,666 | $335,392 |
| Non-Discretionary | $10,162,159 | $564,564 |
| Total | $315,368,825 | $339,837 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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