C
Camco, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,809,420
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$1,161,884
About
Camco provides discretionary portfolio management for individual investors, managing both taxable accounts and tax-deferred Individual Retirement Accounts. The firm reports approximately $5.8 million in assets under management across a very small number of client relationships and requires a combined-account minimum of $100,000 to establish an advisory relationship.
The firm’s investment approach emphasizes a global, horizon-focused perspective that seeks to anticipate market-moving events and limit downside risk. Portfolio construction favors funds for broad diversification, income-producing vehicles such as dividend-paying stocks and REITs, significant allocations to cash and near-cash securities, and a willingness to liquidate positions when necessary even if that sacrifices favorable tax treatment; analysis combines fundamental and technical inputs.
What is distinctive about the firm is its small scale and operational particulars: all managed assets are handled on a discretionary basis through a single custodian that applies the agreed AUM fee daily (using a 252-trading-day calculation), and the adviser does not accept proxy voting authority so clients retain voting responsibility. The firm’s principal has advanced business-school training and a long record of prior broker-dealer experience, and the adviser states it accepts no soft-dollar arrangements or external referral compensation.
Client services
Portfolio management
Fee options
1.25% per year, negotiable
Account minimum: $100,000
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Camco, LLC
Camden SC, United States
Number of offices
1
Forms ADV
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