Camerondowning, Inc.

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Client assets under management

$39,936,274

Clients

12% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$475,432

About

CameronDowning advises individual and high‑net‑worth clients on ongoing portfolio management and comprehensive financial planning, including manager selection and tailored investment plans that may incorporate ETFs, mutual funds, individual equities, bonds, cryptocurrencies and non‑fungible tokens. The firm also provides crypto asset planning and education as part of its advisory services and treats crypto allocations as a distinct component of a client’s overall financial plan.

Operating under a fiduciary standard, CameronDowning prepares an Investment Policy Statement for each client and applies modern portfolio theory with a long‑term trading and manager‑selection approach, while accommodating client‑imposed restrictions and model portfolios where appropriate. For clients who choose digital asset exposure, the firm integrates education, a separate Crypto Asset Supplementary Investment Disclosure, and ongoing monitoring into those engagements.

The firm’s operational practices for digital assets are a notable differentiator: it uses a turnkey asset management program to custody crypto at third‑party custodians (including Gemini Trust Company and Prime Trust), discloses separate fee schedules and transaction/platform charges for crypto accounts, and documents crypto‑specific risks in its brochure. CameronDowning also describes wrap‑fee program arrangements, offers an annual subscription option for ongoing planning and accepts certain cryptocurrencies as payment for planning services; principals’ roles as licensed insurance brokers are disclosed as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Annuities Wealth management

Fee options

Fixed

Financial planning fixed fees negotiated between $1,500 and $5,000

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: 0.70%

Project-based

$300 per hour with a 2-hour minimum

Subscriptions

Annual subscription up to $2,300 at commencement and $199 per month thereafter

Other

Account minimum: $100,000 for traditional investment accounts at TD Ameritrade; $5,000 for crypto asset accounts at Onramp Invest (Gemini Trust Company or Prime Trust) Fee-only: Portfolio management fees tiered as above; Financial planning fixed fees $1,500 to $5,000; Hourly fee $300/hour with 2-hour minimum; Annual subscription fees up to $2,300 initially, then $199/month thereafter; Crypto asset management fee 1% annually with $5,000 minimum

Main office location

Camerondowning, Inc.

101 Nw 8 Th St., Suite 200

Miami FL 33136, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

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.

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

Quick links

LinkedIn Facebook YouTube Website (305) 564-3794

Advisors at this firm

Christian C

Series 65

Miami, FL

Camerondowning, Inc.

Christian Cameron is a financial advisor at Camerondowning, Inc. with two years of industry experience. He holds a Series 65 designation and has a legal background, currently serving as owner and attorney at the Law Office of Christian Cameron, P.A., where he provides legal services alongside his advisory work. His prior legal experience includes positions at Chepenik Trushin LLP and Bilzin Sumberg. Camerondowning advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating a range of investment vehicles including cryptocurrencies and non-fungible tokens. The firm applies modern portfolio theory within a fiduciary standard and offers specialized crypto asset planning and education as part of its services.

Annuities Wealth management

Glenn D

CFP®, Series 63

Miami, FL

Camerondowning, Inc.

Glenn Downing is a CFP® professional with 27 years of industry experience. He has been with Camerondowning, Inc. since 2014. In addition to his advisory role, he conducts insurance business as a broker alongside a colleague. Camerondowning, Inc. advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating a range of investment options including cryptocurrencies and non-fungible tokens. The firm operates under a fiduciary standard, emphasizing tailored investment plans, manager selection, and specialized crypto asset planning and education.

Annuities Wealth management

Jonathan C

CFP®, Series 66

Miami, FL

Camerondowning, Inc.

Jonathan Cameron is a CFP® professional with 17 years of industry experience. He has worked at Camerondowning, Inc. since 2014 and was previously with Origin Financial from 2021 to 2023. In addition to his advisory role, he is a licensed insurance agent. Camerondowning, Inc. serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, incorporating a range of investment options including cryptocurrencies and non-fungible tokens. The firm operates under a fiduciary standard and offers specialized crypto asset planning and education integrated into its investment approach.

Annuities Wealth management

Jose Diego G

CFP®, Series 65

Miami, FL

Camerondowning, Inc.

Jose Diego Gonzalez Fernandez is a CFP® with five years of industry experience, currently serving as a financial advisor at CameronDowning, Inc. since 2020. His prior work includes roles at HULT International Business School, Progressive Leasing, Lighting Paradise, and International Studies Preparatory Academy. He is also licensed as an insurance agent. CameronDowning, Inc. advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating a range of investment options including cryptocurrencies and non-fungible tokens. The firm operates under a fiduciary standard and integrates crypto asset planning and education as part of its advisory services.

Annuities Wealth management

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