C
CRD: 111938
Camden Financial Management, Inc.
Fletcher, NC
4809987786
$157.0M Total AUM
$157.0M Disc. AUM
7.7% 3Y CAGR
1 Employees
40 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-19-1996
- Office Locations
- 1
Office Locations
6619 N. Scottsdale Road Scottsdale AZ
About Camden Financial Management, Inc.
Camden Financial Management, Inc. is a Fletcher-based RIA. The firm has been operating for 29 years. Managing $157.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
57 AVG AGE
$157.0M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
30 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Vertex signal Frontier fusion
Investment Themes
Legacy summit Bridge summit Vector
Investment Vehicles
Prime
Services
Alpha Vital radial Unison Frontier Eagle Catalyst
Owner & Executives
R
RICHARD OLDENBURG
Chief Compliance Officer, President
- CRD
- #2770463
- Ownership
- 75% or more
(702) 948-8065
oak.matrix@vitalcapital.com
in linkedin.com/in/oak-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,004,577 | $3,925,114 |
| Non-Discretionary | $0 | -- |
| Total | $157,004,577 | $3,925,114 |
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Separately Managed Accounts
Total SMA Asset: $157,004,577
Municipal Bonds:
15.8% Equity - Exchange:
26.0% Public Funds:
16.6% U.S. Government/Agency:
16.0% Other:
5.5% Cash:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $440,048,680 | 15.8% |
| Equity - Exchange | $724,130,739 | 26.0% |
| Public Funds | $462,329,626 | 16.6% |
| U.S. Government/Agency | $445,618,916 | 16.0% |
| Other | $153,181,502 | 5.5% |
| Cash | $559,808,763 | 20.1% |
| Total | $2,785,118,226 | 100.0% |