Camden Capital, LLC

Camden Capital, LLC (CRD# 129505) is a financial advisory firm headquartered in El Segundo, CA. They manage $1,547,981,899 in 1,670 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,548
    MILLION
  • Total Number of Accounts
    1,670
    ACCOUNTS
  • Average Account Value
    $926,935
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, NJ, NY

Financial Advisors at Camden Capital, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Jayson J. Brown
CRD#: 5451124
11780 U.s. Highway 1, North Palm Beach, FL 33408
93
Wealthminder
score

Jayson Brown (CRD# 5451124) is an Investment Advisor Representative working at Camden Capital, LLC in North Palm Beach, FL and has over 9 years of experience in the finance industry.

2
Kara S. Brownboccela
CRD#: 2191952
2301 Rosecrans Avenue, Suite 2110, El Segundo, CA 90245
93
Wealthminder
score

Kara Brownboccela (CRD# 2191952) is an Investment Advisor Representative working at Camden Capital, LLC in El Segundo, CA and has over 22 years of experience in the finance industry.

3
Monte I. Resnick
CRD#: 4403299
11780 U.s. Highway 1, Suite 303, North Palm Beach, FL 33408
93
Wealthminder
score

Monte Resnick (CRD# 4403299) is an Investment Advisor Representative working at Camden Capital, LLC in North Palm Beach, FL and has over 16 years of experience in the finance industry.

4
Michelle Rey Lutein
CRD#: 4396546
11780 U.s. Highway 1, Suite 303, North Palm Beach, FL 33408
93
Wealthminder
score

Michelle Rey Lutein (CRD# 4396546) is an Investment Advisor Representative working at Camden Capital, LLC in North Palm Beach, FL and has over 15 years of experience in the finance industry.

5
Mark H. Udis
CRD#: 5119812
2301 Rosecrans Avenue, Suite 2110, El Segundo, CA 90245
93
Wealthminder
score

Mark Udis (CRD# 5119812) is an Investment Advisor Representative working at Camden Capital, LLC in El Segundo, CA and has over 11 years of experience in the finance industry.

6
Amanda K. Courtney
CRD#: 5996298
2301 Rosecrans Ave., Suite 2110, El Segundo, CA 90245
90
Wealthminder
score

Amanda Courtney (CRD# 5996298) is an Investment Advisor Representative working at Camden Capital, LLC in El Segundo, CA and has over 6 years of experience in the finance industry.

7
Devon Galindo
CRD#: 6177446
2301 Rosecrans Avenue, Suite 2110, El Segundo, CA 90245
90
Wealthminder
score

Devon Galindo (CRD# 6177446) is an Investment Advisor Representative working at Camden Capital, LLC in El Segundo, CA and has over 6 years of experience in the finance industry.

8
Richard P. Bursek
CRD#: 2904138
Golden Bear Plaza, 11780 U.s. Highway 1, North Tower, Suite 303, North Palm Beach, FL 33408
89
Wealthminder
score

Richard Bursek (CRD# 2904138) is an Investment Advisor Representative working at Camden Capital, LLC in North Palm Beach, FL and has over 4 years of experience in the finance industry.

9
Matthew L. Schulz
CRD#: 5709946
2301 Rosecrans Avenue, Suite 2110, El Segundo, CA 90245
89
Wealthminder
score

Matthew Schulz (CRD# 5709946) is an Investment Advisor Representative working at Camden Capital, LLC in El Segundo, CA and has over 4 years of experience in the finance industry.

10
Natalie M. Trociuk
CRD#: 6321072
2301 Rosecrans Avenue, Suite 2110, El Segundo, CA 90245
89
Wealthminder
score

Natalie Trociuk (CRD# 6321072) is an Investment Advisor Representative working at Camden Capital, LLC in El Segundo, CA and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.