CAM Investor Solutions

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Client assets under management

$151,500,000

Clients

146

70% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,037,671

About

CAM Investor Solutions provides investment advisory and financial planning services to individuals (including accredited and qualified investors), corporations, and pension and profit‑sharing plans. Its offerings include discretionary and non‑discretionary managed accounts, retirement plan services delivered with Savant Capital, sub‑advisory arrangements, and access to private investments such as private equity, venture funds, and hedge funds.

The firm tailors portfolios to each client’s objectives, time horizon, and risk tolerance and employs strategies that range from strategic asset allocation and dollar‑cost averaging to technical analysis and both long‑ and short‑term trading; accounts are reviewed at least quarterly. CAM may implement portfolios directly or through third‑party sub‑advisors and generally requires clients to execute discretionary management agreements and related account documentation.

Distinctive for a small advisory team, CAM manages roughly $155 million across about 146 client relationships while offering access to private investment vehicles and, for certain separately managed accounts, the use of derivatives. The firm also discloses that some service providers use artificial intelligence components and conducts periodic due diligence on those providers, and it executes and custodians client assets through established platforms (Schwab and Altruist).

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments

Fee options

Fixed

Fixed fees for financial planning and consulting projects range from $2,500 to $20,000 per project

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%

Project-based

$125 - $250 per hour for financial planning services

Other

Account minimum: $100,000 Fee-only: Financial planning fees are charged as fixed fees or hourly rates. Hourly fees range from $125 - $250 per hour. Fixed fees range from $2,500 to $20,000 per project.

Main office location

CAM Investor Solutions

623 W 38 Th Street, Suite 320

Austin TX 78705, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Georgia · Nebraska · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 720-575-7775

Advisors at this firm

Marc J

CFP®, CFA®, Series 63, Series 66

Austin, TX

CAM Investor Solutions

Marc Jimenez is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with CAM Investor Solutions and previously worked at Kahler Financial Group, Inc and Mclean Asset Management Corp. Outside of his advisory work, he owns and operates the Full Mate Chess Institute, which focuses on tutoring and promoting chess in the community. CAM Investor Solutions serves individual investors, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and managed-account services. The firm employs a combination of asset-allocation frameworks and techniques such as technical analysis and dollar-cost averaging to tailor portfolios to client risk tolerances and objectives.

Private / alternative investments

Sarah C

Series 63, Series 66

Land Of Lakes, FL

CAM Investor Solutions

Sarah Contino is a financial advisor at CAM Investor Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at CAM Investor Solutions since 2018, following five years at Ameriprise Financial Services, Inc. CAM Investor Solutions serves individual investors, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and managed-account services. The firm employs a diversified investment approach that includes asset allocation, technical analysis, and both long- and short-term trading strategies, with access to private alternative investments for qualified clients.

Private / alternative investments

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