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CAMRIEL ADVISORS LLC

Advisory

CA

Data as of Aug 14, 2026 · Source: SEC Form ADV

Rank in CA
#4,712
of 5,480 advisers by AUM
Average account
$344K
across 26 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM
$9M
Discretionary %
100%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

THE BLACKMONT GROUP LLC
FULLERTON, CA
$9M
PIERRE JACQUES GENDREAU
SAN CLEMENTE, CA
$9M
BASELINE INVESTMENTS, LLC
SAN FRANCISCO, CA
$9M
BECK INVESTMENT MANAGEMENT, LLC
PALO ALTO, CA
$9M
FIRST ALLIED ASSET MANAGEMENT, INC.
SAN DIEGO, CA
$9M
-99.1% 1Y
COPERNICUS CAPITAL MANAGEMENT LLC
SAN FRANCISCO, CA
$9M
-94.5% 1Y

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