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Camelback Capital Management, LLC

Camelback Capital Management, LLC. CRD 169524

Camelback Capital Management, LLC logo

CRD: 169524

Camelback Capital Management, LLC

$15.4M Total AUM
$15.4M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Harbor crestPrime
Established Date
09-22-2014
Office Locations
1

Office Locations

-- Phoenix AZ

About Camelback Capital Management, LLC

Camelback Wealth Consultants (Camelback Capital Management, LLC) is an independent, full-service financial planning and wealth management firm serving retirees/pre-retirees, working professionals, and small business owners. The team focuses on portfolio construction and risk management, plus retirement and estate strategies to help clients retire and transfer wealth. Affiliated with an independent broker-dealer; custodies assets at Schwab.

Team overview

-- AVG AGE
$15.4M AVG AUM / ADVISOR
$451.9K AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Harbor vertex Alpha eagle

Client Personas

North

Custodian

Foundation Focus Peak signal Focus beacon Crest

Investment Themes

Horizon Catalyst Vertex zenith Bridge quantum

Investment Vehicles

Atlas vertex Beacon

Services

Ridge Optima prime Beacon vertex Eagle Pioneer quantum Radial Vector Value Pathway timber

Technology

Element capital Beacon foundation

Owner & Executives

A

AARON WARREN LAWSON

Chief Compliance Officer, District Manager, Owner

CRD
#2141960
Ownership
75% or more
(733) 683-5980
glacier.legacy@legacycapital.com
in linkedin.com/in/catalyst-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $15,363,336 --
Non-Discretionary $0 --
Total $15,363,336 --

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Separately Managed Accounts

Total SMA Asset: $15,363,336

$15.4M Total SMA
Municipal Bonds:
20.1%
Equity - Exchange:
9.3%
Corporate - Investment Grade:
13.9%
Corporate - Non-Investment Grade:
13.6%
U.S. Government/Agency:
15.3%
Cash:
16.8%
Public Funds:
11.0%
Asset class Assets Assets %
Municipal Bonds $1,436,645,503 20.1%
Equity - Exchange $664,716,576 9.3%
Corporate - Investment Grade $993,501,119 13.9%
Corporate - Non-Investment Grade $972,058,649 13.6%
U.S. Government/Agency $1,093,565,980 15.3%
Cash $1,200,778,331 16.8%
Public Funds $786,223,909 11.0%
Total $7,147,490,067 100.0%

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