CRD: 155883
EL Camino Real Financial Advisors
$745.6K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2011
- Office Locations
- 1
Office Locations
-- Santa Teresa NM
About EL Camino Real Financial Advisors
El Camino Real Financial Advisors is a Santa Teresa, NM RIA providing financial planning, retirement planning, insurance, and investment management for retail investors. The firm emphasizes portfolio construction using ETFs and index-oriented strategies and can support estate planning. Custodied at Charles Schwab, with platform experience including Envestnet and Pontera.
Team overview
65 AVG AGE
$745.6K AVG AUM / ADVISOR
$20.7K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
KRAIG LEE CARPENTER
Chief Compliance Officer, Registered Principal
- CRD
- #2143718
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $745,622 | -- |
| Total | $745,622 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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