CAMG SOLAMERE MANAGEMENT, LLC
Legal name: QUEENS OAK ADVISORS
CRD #150605 SEC #801-70356 CHARLOTTE, NC 704-547-3100
SEC Registered
Total AUM
$578M
Discretionary
$578M
Employees
6
Clients
0
Accounts
451
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2021 | $578M | $578M | $0 | 6 | 7 |
| Mar 2021 | $578M | $578M | $0 | 7 | 7 |
| Sep 2020 | $504.3M | $504.3M | $0 | 8 | 13 |
| Sep 2020 | $504.3M | $504.3M | $0 | 8 | 13 |
| Jun 2020 | $504.3M | $504.3M | $0 | 8 | 13 |
| Mar 2020 | $504.3M | $504.3M | $0 | 8 | 13 |
| Mar 2019 | $505.7M | $505.7M | $0 | 10 | 0 |
| Sep 2018 | $573.9M | $565.2M | $8.7M | 12 | 1 |
| Mar 2018 | $573.9M | $565.2M | $8.7M | 13 | 1 |
| Mar 2017 | $461.1M | $453.9M | $7.3M | 10 | 200 |
| Mar 2016 | $342.6M | $336M | $6.6M | 11 | 200 |
| Jan 2016 | $390.8M | $346.4M | $44.4M | 11 | 200 |
| Oct 2015 | $390.8M | $346.4M | $44.4M | 11 | 200 |
| Oct 2015 | $390.8M | $346.4M | $44.4M | 11 | 200 |
| Mar 2015 | $390.8M | $346.4M | $44.4M | 11 | 200 |
| Mar 2015 | $282.7M | $247M | $35.7M | 11 | 100 |
| Mar 2014 | $282.7M | $247M | $35.7M | 11 | 100 |
| Mar 2014 | $241.8M | $220.3M | $21.5M | 9 | 26 |
| Jan 2014 | $241.8M | $220.3M | $21.5M | 9 | 26 |
| Jan 2014 | $241.8M | $220.3M | $21.5M | 9 | 26 |
| Nov 2013 | $241.8M | $220.3M | $21.5M | 9 | 26 |
| Jul 2013 | $241.8M | $220.3M | $21.5M | 9 | 26 |
| Mar 2013 | $241.8M | $220.3M | $21.5M | 9 | 26 |
| Mar 2012 | $129.4M | $115.5M | $13.9M | 6 | 26 |
| Jan 2012 | $169.9M | $161M | $9M | 6 | 26 |
| Mar 2011 | $169.9M | $161M | $9M | 10 | -- |
| Jan 2011 | $169.9M | $161M | $9M | 10 | -- |
| Jan 2011 | $169.9M | $161M | $9M | 10 | -- |
| Sep 2010 | $55.8M | $39.8M | $16M | 10 | -- |
| Aug 2010 | $55.8M | $39.8M | $16M | 10 | -- |
| Mar 2010 | $55.8M | $39.8M | $16M | 10 | -- |
| Mar 2010 | $55.8M | $39.8M | $16M | 10 | -- |
| Oct 2009 | $33.7M | $29.1M | $4.6M | 10 | -- |
DateNov 2021
Total AUM$578M
Discretionary$578M
Non-Disc.$0
Employees6
Clients7
DateMar 2021
Total AUM$578M
Discretionary$578M
Non-Disc.$0
Employees7
Clients7
DateSep 2020
Total AUM$504.3M
Discretionary$504.3M
Non-Disc.$0
Employees8
Clients13
DateSep 2020
Total AUM$504.3M
Discretionary$504.3M
Non-Disc.$0
Employees8
Clients13
DateJun 2020
Total AUM$504.3M
Discretionary$504.3M
Non-Disc.$0
Employees8
Clients13
DateMar 2020
Total AUM$504.3M
Discretionary$504.3M
Non-Disc.$0
Employees8
Clients13
DateMar 2019
Total AUM$505.7M
Discretionary$505.7M
Non-Disc.$0
Employees10
Clients0
DateSep 2018
Total AUM$573.9M
Discretionary$565.2M
Non-Disc.$8.7M
Employees12
Clients1
DateMar 2018
Total AUM$573.9M
Discretionary$565.2M
Non-Disc.$8.7M
Employees13
Clients1
DateMar 2017
Total AUM$461.1M
Discretionary$453.9M
Non-Disc.$7.3M
Employees10
Clients200
DateMar 2016
Total AUM$342.6M
Discretionary$336M
Non-Disc.$6.6M
Employees11
Clients200
DateJan 2016
Total AUM$390.8M
Discretionary$346.4M
Non-Disc.$44.4M
Employees11
Clients200
DateOct 2015
Total AUM$390.8M
Discretionary$346.4M
Non-Disc.$44.4M
Employees11
Clients200
DateOct 2015
Total AUM$390.8M
Discretionary$346.4M
Non-Disc.$44.4M
Employees11
Clients200
DateMar 2015
Total AUM$390.8M
Discretionary$346.4M
Non-Disc.$44.4M
Employees11
Clients200
DateMar 2015
Total AUM$282.7M
Discretionary$247M
Non-Disc.$35.7M
Employees11
Clients100
DateMar 2014
Total AUM$282.7M
Discretionary$247M
Non-Disc.$35.7M
Employees11
Clients100
DateMar 2014
Total AUM$241.8M
Discretionary$220.3M
Non-Disc.$21.5M
Employees9
Clients26
DateJan 2014
Total AUM$241.8M
Discretionary$220.3M
Non-Disc.$21.5M
Employees9
Clients26
DateJan 2014
Total AUM$241.8M
Discretionary$220.3M
Non-Disc.$21.5M
Employees9
Clients26
DateNov 2013
Total AUM$241.8M
Discretionary$220.3M
Non-Disc.$21.5M
Employees9
Clients26
DateJul 2013
Total AUM$241.8M
Discretionary$220.3M
Non-Disc.$21.5M
Employees9
Clients26
DateMar 2013
Total AUM$241.8M
Discretionary$220.3M
Non-Disc.$21.5M
Employees9
Clients26
DateMar 2012
Total AUM$129.4M
Discretionary$115.5M
Non-Disc.$13.9M
Employees6
Clients26
DateJan 2012
Total AUM$169.9M
Discretionary$161M
Non-Disc.$9M
Employees6
Clients26
DateMar 2011
Total AUM$169.9M
Discretionary$161M
Non-Disc.$9M
Employees10
Clients--
DateJan 2011
Total AUM$169.9M
Discretionary$161M
Non-Disc.$9M
Employees10
Clients--
DateJan 2011
Total AUM$169.9M
Discretionary$161M
Non-Disc.$9M
Employees10
Clients--
DateSep 2010
Total AUM$55.8M
Discretionary$39.8M
Non-Disc.$16M
Employees10
Clients--
DateAug 2010
Total AUM$55.8M
Discretionary$39.8M
Non-Disc.$16M
Employees10
Clients--
DateMar 2010
Total AUM$55.8M
Discretionary$39.8M
Non-Disc.$16M
Employees10
Clients--
DateMar 2010
Total AUM$55.8M
Discretionary$39.8M
Non-Disc.$16M
Employees10
Clients--
DateOct 2009
Total AUM$33.7M
Discretionary$29.1M
Non-Disc.$4.6M
Employees10
Clients--