Camarda Financial Advisors , Llc
- Regulatory AUM
- $315M
- Discretionary
- $305M
- Clients
- 286
- Avg AUM / client
- $1.1M
- Accounts
- 928
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Investments (13F portfolio — 104 positions, $189,988,927)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Lam Research Corp | COM NEW | $6,285,236 | 29,417 | 3.31% | 1.99% |
| 2 | Alphabet Inc | CAP STK CL A | $6,277,282 | 21,829 | 3.3% | 1.99% |
| 3 | Apple Inc | COM | $5,872,726 | 23,140 | 3.09% | 1.86% |
| 4 | Corning Inc | COM | $4,817,281 | 35,429 | 2.54% | 1.53% |
| 5 | Broadcom Inc | COM | $3,958,960 | 12,791 | 2.08% | 1.26% |
| 6 | Western Digital Corp | COM | $3,835,548 | 14,180 | 2.02% | 1.22% |
| 7 | Vaneck Merk Gold Etf | GOLD SHS | $3,626,660 | 80,503 | 1.91% | 1.15% |
| 8 | Microsoft Corp | COM | $3,601,576 | 9,730 | 1.9% | 1.14% |
| 9 | Kla Corp | COM NEW | $3,577,956 | 2,430 | 1.88% | 1.13% |
| 10 | Johnson & Johnson | COM | $3,575,214 | 14,626 | 1.88% | 1.13% |
| 11 | Ishares Tr | 20 YR TR BD ETF | $3,559,541 | 41,061 | 1.87% | 1.13% |
| 12 | Goldman Sachs Group Inc | COM | $3,384,668 | 4,001 | 1.78% | 1.07% |
| 13 | Amazon Com Inc | COM | $3,322,323 | 15,952 | 1.75% | 1.05% |
| 14 | Barrick Mng Corp | COM SHS | $3,156,249 | 77,378 | 1.66% | 1.0% |
| 15 | Ishares Tr | TRUST ISHARE 0-1 | $3,124,042 | 28,300 | 1.64% | 0.99% |
| 16 | Valued Advisers Tr | REGAN FLTG RATE | $3,050,315 | 119,573 | 1.61% | 0.97% |
| 17 | Ishares Tr | MSCI EMG MKT ETF | $3,032,188 | 53,393 | 1.6% | 0.96% |
| 18 | Vaneck Etf Trust | GOLD MINERS ETF | $3,010,423 | 32,804 | 1.58% | 0.95% |
| 19 | Ishares Tr | S&P 500 GRWT ETF | $3,003,899 | 26,557 | 1.58% | 0.95% |
| 20 | Ishares Tr | RUSSELL 2000 ETF | $2,985,424 | 12,038 | 1.57% | 0.95% |
| 21 | Arm Holdings Plc | SPONSORED ADS | $2,985,360 | 19,734 | 1.57% | 0.95% |
| 22 | Ishares Tr | SP SMCP600VL ETF | $2,982,808 | 25,182 | 1.57% | 0.95% |
| 23 | General Dynamics Corp | COM | $2,970,015 | 8,653 | 1.56% | 0.94% |
| 24 | Ross Stores Inc | COM | $2,945,301 | 13,596 | 1.55% | 0.93% |
| 25 | Oneok Inc New | COM | $2,943,189 | 32,561 | 1.55% | 0.93% |
Top 25 of 104 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 178 | $86.2M | 27.3% |
| High net worth individuals | 88 | $160M | 50.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $6.3M | 2.0% |
| Corporations and other businesses | 20 | $63.0M | 20.0% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Michael Franklin Camarda | Ceo | CFA | Sep 1993 (33y) | Less than 5% |
| Kimberly Ann Camarda | President | Sep 1993 (33y) | Less than 5% | |
| Howard, Ashley, V. | Chief Compliance Officer | Dec 2019 (7y) | Less than 5% | |
| Clifford Jonathan Camarda | Chief Investment Officer | CFP Chartered Financial Consultant | Jan 2022 (5y) | Less than 5% |
| Thomas Razzano | Registered representative | Feb 2015 (11y) | ||
| Ljubisa Vrcelj | Registered representative | CFP | Nov 2022 (4y) | |
| Corey Loy Oliver | Registered representative | Jun 2024 (2y) | ||
| Anna Kathryn Wunderlich | Registered representative | CFP | Jan 2025 (2y) | |
| Jeffrey Dylan Camarda | Registered representative | Mar 2025 (1y) | ||
| Niklas Lyle Brusen | Registered representative | Nov 2025 (1y) | ||
| Forrest Gabriel Knopps | Registered representative | Dec 2025 (1y) | ||
| Robert Lavon Strange | Registered representative | Jan 2026 (1y) | ||
| Karle John Simmons | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Singularity One, Lllp | Member | Jan 2013 | A | 75% or more |
| Kimberly K. Camarda 2012 Irrevocable Trust | Member | Feb 2013 | B | ≈ 56.25% – 100% via Singularity One, Lllp |
| Singularity Management, Llc | Member | Jan 2013 | B | GP / trustee / elected manager of Singularity One, Lllp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kimberly K. Camarda 2012 Irrevocable Trust: 75% – 100% of Singularity One, Lllp × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 932 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $303M (96% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗