CAMDEN WEALTH ADVISORS LLC
CRD #148518 SEC #801-70004 HOUSTON, TX 713-341-5312
SEC Registered Disclosures
Total AUM
$340.2M
Discretionary
$336.8M
Employees
5
Clients
25
Accounts
518
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $340.2M | $336.8M | $3.4M | 5 | 0 |
| Apr 2024 | $323.2M | $320.1M | $3.2M | 5 | 0 |
| Mar 2024 | $323.2M | $320.1M | $3.2M | 5 | 0 |
| Feb 2024 | $280M | $275.2M | $4.7M | 5 | 0 |
| Mar 2023 | $280M | $275.2M | $4.7M | 6 | 0 |
| Dec 2022 | $280.6M | $276.3M | $4.2M | 6 | 0 |
| Nov 2022 | $280.6M | $276.3M | $4.2M | 6 | 0 |
| Sep 2022 | $280.6M | $276.3M | $4.2M | 6 | 0 |
| Mar 2022 | $280.6M | $276.3M | $4.2M | 6 | 0 |
| Sep 2021 | $248.2M | $244.3M | $3.9M | 7 | 0 |
| Sep 2021 | $248.2M | $244.3M | $3.9M | 7 | 0 |
| Aug 2021 | $248.2M | $244.3M | $3.9M | 7 | 0 |
| Mar 2021 | $248.2M | $244.3M | $3.9M | 7 | 0 |
| Jun 2020 | $210.2M | $206.6M | $3.5M | 7 | 0 |
| May 2020 | $210.2M | $206.6M | $3.5M | 7 | 0 |
| Mar 2020 | $210.2M | $206.6M | $3.5M | 7 | 0 |
| Oct 2019 | $176.7M | $173.7M | $3M | 7 | 0 |
| Apr 2019 | $176.7M | $173.7M | $3M | 7 | 0 |
| Mar 2019 | $176.7M | $173.7M | $3M | 7 | 0 |
| Mar 2018 | $175.3M | $171.6M | $3.7M | 7 | 0 |
| Mar 2017 | $157.7M | $156M | $1.7M | 7 | 26 |
| Mar 2016 | $147.5M | $144.9M | $2.6M | 7 | 26 |
| Sep 2015 | $146.3M | $146.3M | $0 | 7 | 26 |
| Mar 2015 | $173.2M | $140.1M | $33M | 7 | 26 |
| Mar 2014 | $792.2M | $134.3M | $657.9M | 5 | 26 |
| Mar 2013 | $785.5M | $130.9M | $654.5M | 3 | 26 |
| Jun 2012 | $110.6M | $95.1M | $15.5M | 1 | 26 |
| Mar 2012 | $110.6M | $95.1M | $15.5M | 1 | 26 |
| Nov 2011 | $109.5M | $102.3M | $7.1M | 1 | 26 |
| Sep 2009 | $50M | $50M | $0 | 5 | -- |
| Jun 2009 | $29.9M | $29.9M | $0 | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
| May 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$340.2M
Discretionary$336.8M
Non-Disc.$3.4M
Employees5
Clients0
DateApr 2024
Total AUM$323.2M
Discretionary$320.1M
Non-Disc.$3.2M
Employees5
Clients0
DateMar 2024
Total AUM$323.2M
Discretionary$320.1M
Non-Disc.$3.2M
Employees5
Clients0
DateFeb 2024
Total AUM$280M
Discretionary$275.2M
Non-Disc.$4.7M
Employees5
Clients0
DateMar 2023
Total AUM$280M
Discretionary$275.2M
Non-Disc.$4.7M
Employees6
Clients0
DateDec 2022
Total AUM$280.6M
Discretionary$276.3M
Non-Disc.$4.2M
Employees6
Clients0
DateNov 2022
Total AUM$280.6M
Discretionary$276.3M
Non-Disc.$4.2M
Employees6
Clients0
DateSep 2022
Total AUM$280.6M
Discretionary$276.3M
Non-Disc.$4.2M
Employees6
Clients0
DateMar 2022
Total AUM$280.6M
Discretionary$276.3M
Non-Disc.$4.2M
Employees6
Clients0
DateSep 2021
Total AUM$248.2M
Discretionary$244.3M
Non-Disc.$3.9M
Employees7
Clients0
DateSep 2021
Total AUM$248.2M
Discretionary$244.3M
Non-Disc.$3.9M
Employees7
Clients0
DateAug 2021
Total AUM$248.2M
Discretionary$244.3M
Non-Disc.$3.9M
Employees7
Clients0
DateMar 2021
Total AUM$248.2M
Discretionary$244.3M
Non-Disc.$3.9M
Employees7
Clients0
DateJun 2020
Total AUM$210.2M
Discretionary$206.6M
Non-Disc.$3.5M
Employees7
Clients0
DateMay 2020
Total AUM$210.2M
Discretionary$206.6M
Non-Disc.$3.5M
Employees7
Clients0
DateMar 2020
Total AUM$210.2M
Discretionary$206.6M
Non-Disc.$3.5M
Employees7
Clients0
DateOct 2019
Total AUM$176.7M
Discretionary$173.7M
Non-Disc.$3M
Employees7
Clients0
DateApr 2019
Total AUM$176.7M
Discretionary$173.7M
Non-Disc.$3M
Employees7
Clients0
DateMar 2019
Total AUM$176.7M
Discretionary$173.7M
Non-Disc.$3M
Employees7
Clients0
DateMar 2018
Total AUM$175.3M
Discretionary$171.6M
Non-Disc.$3.7M
Employees7
Clients0
DateMar 2017
Total AUM$157.7M
Discretionary$156M
Non-Disc.$1.7M
Employees7
Clients26
DateMar 2016
Total AUM$147.5M
Discretionary$144.9M
Non-Disc.$2.6M
Employees7
Clients26
DateSep 2015
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees7
Clients26
DateMar 2015
Total AUM$173.2M
Discretionary$140.1M
Non-Disc.$33M
Employees7
Clients26
DateMar 2014
Total AUM$792.2M
Discretionary$134.3M
Non-Disc.$657.9M
Employees5
Clients26
DateMar 2013
Total AUM$785.5M
Discretionary$130.9M
Non-Disc.$654.5M
Employees3
Clients26
DateJun 2012
Total AUM$110.6M
Discretionary$95.1M
Non-Disc.$15.5M
Employees1
Clients26
DateMar 2012
Total AUM$110.6M
Discretionary$95.1M
Non-Disc.$15.5M
Employees1
Clients26
DateNov 2011
Total AUM$109.5M
Discretionary$102.3M
Non-Disc.$7.1M
Employees1
Clients26
DateSep 2009
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--