Camden Capital, LLC (El Segundo)

Name: Camden Capital, LLC
Address: 2301 Rosecrans Ave., El Segundo, CA, 90245
Telephone: 310-725-0210

Camden Capital, LLC is a large advisory firm based in El Segundo. It manages $3.17 billion of regulatory assets for 3,317 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, California, Colorado, and 7 other states.

Camden Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Camden Capital: assets under management

The assets under management (AUM) of Camden Capital, LLC is $3.17 billion. The firm's AUM has grown by 227% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.09 billion in discretionary accounts and $1.09 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $824.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.38 million.

Camden Capital has custody of $559.02 million in cash and securities for 115 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in government bonds the most. They account for 20% of the total AUM. The second-largest asset type is investment and business development companies, which make up 19% of the firm’s portfolio. Investments in exchange traded securities form 15% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Camden Capital, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Camden Capital serves?

The firm provides services to individuals, high net worth individuals, and pooled investment vehicles. The largest group of clients of Camden Capital is high net worth individuals with 221 clients and $3.03 billion of assets under management. Among the 6 most similar advisory firms, Camden Capital has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $3.17 billion for 302 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Camden Capital also advises several private funds. Namely, thirteen private equity funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $250,000.

Careers at Camden Capital, LLC

The company employs 24 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Krambeer Family Trust	Member	1 Feb 2001	25% - 50%	xxx-xx-xxxx
John Michael Krambeer	Member/ceo	1 Oct 2003	Other	1938468
Evans Clyde Nettles	Chief compliance officer/chief financial officer	1 Oct 2008	Other	5614727
Mark Howard Udis	Member/partner	1 Feb 2010	Other	5119812
Llc Camden Capital Partners	Majority member	1 Jun 2012	50% - 75%	45-5243273
Richard Paul Bursek	Member/partner/chief compliance officer/chief operating officer	1 Oct 2012	Other	2904138
Richard Paul Bursek	Member/partner	1 Mar 2014	Other	2904138
K 5 Holdings Llc	Member	1 Jul 2014	25% - 50%	46-4654681
Mark H. Udis And Megan L.W. Udis Revocable 2015 Trust	Member	1 Jul 2015	Other	xxx-xx-xxxx
Mark Howard Udis	Trustee - mark h. udis and megan l.w. udis revocable 2015 trust	1 Jul 2015	Other	5119812
Megan L.W. Udis	Trustee - mark h. udis and megan l.w. udis revocable 2015 trust	1 Jul 2015	Other	6775875
Sean Xiao Chen	Chief compliance officer	1 May 2018	Other	4270171

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Michael Krambeer	Trustee	1 Feb 2001	Other	1938468
Susan R Krambeer	Trustee	1 Feb 2001	Other	6318746
Gary Thomas Nicklaus	Member	1 Jun 2012	75% - 100%	6109899
John And Susan Krambeer Family Trust	Member	1 Jul 2014	75% - 100%	475727117

Based in El Segundo

The principal office where Camden Capital, LLC performs its advisory services is located at 2301 Rosecrans Ave., El Segundo, CA 90245, which is also the mailing address of the firm. An additional office of the firm is in North Palm Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-725-0210 or by fax 310-727-0767. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at camdencapital.com.