RIA Intel›Advisers›Florida›CAMARDA FINANCIAL ADVISORS , LLC

CAMARDA FINANCIAL ADVISORS , LLC

Advisory

N·FLEMING ISLAND, FL

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM

$315M

1-Year AUM Growth

+17.4%

3-Year CAGR

+16.0%

Employees

7

Assets Under Management

Total AUM$315M

Discretionary AUM$305M

Non-Discretionary AUM$10M

Discretionary %96.8%

Total Clients343

Team

Total Employees7

Investment Advisers17

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record97

First FilingMar 20, 2002

Latest FilingJul 10, 2026

🔒 Full AUM trend chart and 97 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAMARDA FINANCIAL ADVISORS , LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.