C
$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2010
- Office Locations
- 1
Office Locations
-- Raleigh NC
About Cameron Advisors, LLC
Cameron Advisors, LLC is a Raleigh, NC boutique RIA serving entrepreneurs with financial planning and investment planning, including business-succession and insurance guidance. Portfolios are equity-centric, with allocations to ETFs and mutual funds and a cash sleeve. Custody is primarily with Charles Schwab.
Team overview
-- AVG AGE
$40.0M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Foundation
Client Personas
Capital
Investment Vehicles
Timber
Services
North Value element Pioneer zenith Zenith Catalyst Radial
Owner & Executives
T
THOMAS EARL CAMERON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
(989) 757-8235
oak.pioneer@alphacapital.com
in linkedin.com/in/alpha-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,000,000
Equity - OTC:
17.6% Equity - Exchange:
34.8% Cash:
47.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,492,700,822 | 17.6% |
| Equity - Exchange | $2,951,476,626 | 34.8% |
| Cash | $4,037,077,225 | 47.6% |
| Total | $8,481,254,673 | 100.0% |