CRD: 169524
Camelback Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor crestPrime
- Established Date
- 09-22-2014
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
AARON WARREN LAWSON
Chief Compliance Officer, District Manager, Owner
- CRD
- #2141960
- Ownership
- 75% or more
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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
| 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% |