Camden Wealth Advisors

Overview

Camden Wealth Advisors is a private, independent investment firm founded in 2009. It provides financial planning, wealth management and family office services to individuals and families worldwide. Fees include asset-based, fixed and other fees. The firm is registered with the SEC as an investment adviser and reported $366.3M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals, high net worth individuals and pension plans.

Services

• Financial planning
• Portfolio management
• Pension consulting
• Selecting other advisers

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (institutions)
• Pension consulting
• Selecting other advisers
• Other

Location

See more firms in Texas and Houston.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 148518), filed 09/09/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.