CAMARDA FINANCIAL ADVISORS, LLC

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Camarda Financial Advisors is based out of Fleming Island. Camarda Financial Advisors is a large advisory firm with 395 clients and discretionary assets under management (AUM) of $239,587,275 (Form ADV from 2020-05-01). Their last reported 13F filing for Q1 2020 included $19,779,000 in managed 13F securities and a top 10 holdings concentration of 55.27%. Camarda Financial Advisors's largest holding is Merck & Co with shares held of 17,309. Whalewisdom has at least 30 13F filings

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03/31/2020

13F Activity

  • Market Value $19.779 Million
  • Prior Market Value $47.156 Million
  • New Purchases4 stocks
  • Additional Purchases15 stocks
  • Sold out of23 stocks
  • Reduced holdings in6 stocks
  • Top 10 Holdings % 55.27 %
  • Turnover % [1]:96.43%
  • Turnover Alt % [2]: 124.91 %
  • Time Held Top20:1.65 quarters
  • Time Held Top10:1.30 quarters
  • Time Held All:14.79 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 13.56%
Performance Last 4 Quarters: -22.41%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CAMARDA WEALTH ADVISORY GROUP
4371 US HIGHWAY 17 SOUTH SUITE 201
FLEMING ISLAND FL    32003
Country: United States
Business Phone: 904-278-1177
Fax: 904-278-1070
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 115,712,000
Total Number of Clients: 395
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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CAMARDA FINANCIAL ADVISORS , LLC

ownership team - last updated 2020-03-20
Name Title Start Date Direct/Indirect % Ownership

CAMARDA FINANCIAL ADVISORS , LLC

ownership team - last updated 2019-12-18
Name Title Start Date Direct/Indirect % Ownership
CAMARDA, KIMBERLY, ANN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 02/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1999-02-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. COO/CORP.SEC. direct 1999-02-01 2004-12-07
CAMARDA FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER; CHIEF COMPLIANCE OFFICER direct 1999-02-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. PRESIDENT & CCO direct 1999-02-01 2006-03-23
CAMARDA FINANCIAL ADVISORS,INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1999-02-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 1999-02-01 2013-04-01
CAMARDA WEALTH ADVISORY GROUP, LLLP CHIEF COMPLIANCE OFFICER direct 1999-02-01 2013-04-16
CAMARDA FINANCIAL ADVISORS , LLC MEMBER direct 1999-02-01 2015-10-20
SINGULARITY, LLC MEMBER 01/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MEMBER direct 2013-01-01
CAMARDA WEALTH ADVISORY GROUP, LLLP MEMBER direct 2013-02-01
CAMARDA, JEFFREY, MICHAEL FRANKLIN MANAGING MEMBER 09/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1993-09-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. PRESIDENT/CEO direct 1993-09-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. CEO direct 1993-09-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MANAGING MEMBER, PRINCIPAL direct 1993-09-01 2013-04-01
KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST MEMBER SINGULARITY, LLC 02/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CAMARDA WEALTH ADVISORY GROUP, LLLP OWNER indirect 2013-02-01
CAMARDA FINANCIAL ADVISORS , LLC GENERAL PARTNER indirect 2013-02-01
CAMARDA FINANCIAL ADVISORS , LLC GENERAL PARTNER indirect 2013-02-01
CAMARDA, JEFFREY, MICHAEL FRANKLIN TRUSTEE KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST 02/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1993-09-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. PRESIDENT/CEO direct 1993-09-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. CEO direct 1993-09-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MANAGING MEMBER, PRINCIPAL direct 1993-09-01 2013-04-01

CAMARDA FINANCIAL ADVISORS , LLC

ownership team - last updated 2019-09-20
Name Title Start Date Direct/Indirect % Ownership
CAMARDA, JEFFREY, MICHAEL FRANKLIN MANAGING MEMBER 09/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1993-09-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. PRESIDENT/CEO direct 1993-09-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. CEO direct 1993-09-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MANAGING MEMBER, PRINCIPAL direct 1993-09-01 2013-04-01
CAMARDA, KIMBERLY, ANN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 02/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1999-02-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. COO/CORP.SEC. direct 1999-02-01 2004-12-07
CAMARDA FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER; CHIEF COMPLIANCE OFFICER direct 1999-02-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. PRESIDENT & CCO direct 1999-02-01 2006-03-23
CAMARDA FINANCIAL ADVISORS,INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1999-02-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 1999-02-01 2013-04-01
CAMARDA WEALTH ADVISORY GROUP, LLLP CHIEF COMPLIANCE OFFICER direct 1999-02-01 2013-04-16
CAMARDA FINANCIAL ADVISORS , LLC MEMBER direct 1999-02-01 2015-10-20
SINGULARITY, LLC MEMBER 01/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MEMBER direct 2013-01-01
CAMARDA WEALTH ADVISORY GROUP, LLLP MEMBER direct 2013-02-01
KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST MEMBER SINGULARITY, LLC 02/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CAMARDA WEALTH ADVISORY GROUP, LLLP OWNER indirect 2013-02-01
CAMARDA FINANCIAL ADVISORS , LLC GENERAL PARTNER indirect 2013-02-01
CAMARDA FINANCIAL ADVISORS , LLC GENERAL PARTNER indirect 2013-02-01
CAMARDA, JEFFREY, MICHAEL FRANKLIN TRUSTEE KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST 02/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1993-09-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. PRESIDENT/CEO direct 1993-09-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. CEO direct 1993-09-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MANAGING MEMBER, PRINCIPAL direct 1993-09-01 2013-04-01

CAMARDA FINANCIAL ADVISORS , LLC

ownership team - last updated 2019-06-13
Name Title Start Date Direct/Indirect % Ownership
CAMARDA, KIMBERLY, ANN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 02/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1999-02-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. COO/CORP.SEC. direct 1999-02-01 2004-12-07
CAMARDA FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER; CHIEF COMPLIANCE OFFICER direct 1999-02-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. PRESIDENT & CCO direct 1999-02-01 2006-03-23
CAMARDA FINANCIAL ADVISORS,INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1999-02-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 1999-02-01 2013-04-01
CAMARDA WEALTH ADVISORY GROUP, LLLP CHIEF COMPLIANCE OFFICER direct 1999-02-01 2013-04-16
CAMARDA FINANCIAL ADVISORS , LLC MEMBER direct 1999-02-01 2015-10-20
SINGULARITY, LLC MEMBER 01/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MEMBER direct 2013-01-01
CAMARDA WEALTH ADVISORY GROUP, LLLP MEMBER direct 2013-02-01
CAMARDA, JEFFREY, MICHAEL FRANKLIN MANAGING MEMBER 09/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1993-09-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. PRESIDENT/CEO direct 1993-09-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. CEO direct 1993-09-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MANAGING MEMBER, PRINCIPAL direct 1993-09-01 2013-04-01
KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST MEMBER SINGULARITY, LLC 02/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CAMARDA WEALTH ADVISORY GROUP, LLLP OWNER indirect 2013-02-01
CAMARDA FINANCIAL ADVISORS , LLC GENERAL PARTNER indirect 2013-02-01
CAMARDA FINANCIAL ADVISORS , LLC GENERAL PARTNER indirect 2013-02-01
CAMARDA, JEFFREY, MICHAEL FRANKLIN TRUSTEE KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST 02/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1993-09-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. PRESIDENT/CEO direct 1993-09-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. CEO direct 1993-09-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MANAGING MEMBER, PRINCIPAL direct 1993-09-01 2013-04-01

CAMARDA FINANCIAL ADVISORS , LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
CAMARDA, KIMBERLY, ANN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 02/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1999-02-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. COO/CORP.SEC. direct 1999-02-01 2004-12-07
CAMARDA FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER; CHIEF COMPLIANCE OFFICER direct 1999-02-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. PRESIDENT & CCO direct 1999-02-01 2006-03-23
CAMARDA FINANCIAL ADVISORS,INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1999-02-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 1999-02-01 2013-04-01
CAMARDA WEALTH ADVISORY GROUP, LLLP CHIEF COMPLIANCE OFFICER direct 1999-02-01 2013-04-16
CAMARDA FINANCIAL ADVISORS , LLC MEMBER direct 1999-02-01 2015-10-20
SINGULARITY, LLC MEMBER 01/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MEMBER direct 2013-01-01
CAMARDA WEALTH ADVISORY GROUP, LLLP MEMBER direct 2013-02-01
CAMARDA, JEFFREY, MICHAEL FRANKLIN MANAGING MEMBER 09/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1993-09-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. PRESIDENT/CEO direct 1993-09-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. CEO direct 1993-09-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MANAGING MEMBER, PRINCIPAL direct 1993-09-01 2013-04-01
KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST MEMBER SINGULARITY, LLC 02/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CAMARDA WEALTH ADVISORY GROUP, LLLP OWNER indirect 2013-02-01
CAMARDA FINANCIAL ADVISORS , LLC GENERAL PARTNER indirect 2013-02-01
CAMARDA FINANCIAL ADVISORS , LLC GENERAL PARTNER indirect 2013-02-01
CAMARDA, JEFFREY, MICHAEL FRANKLIN TRUSTEE KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST 02/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1993-09-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. PRESIDENT/CEO direct 1993-09-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. CEO direct 1993-09-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MANAGING MEMBER, PRINCIPAL direct 1993-09-01 2013-04-01

CAMARDA FINANCIAL ADVISORS , LLC

ownership team - last updated 2018-04-24
Name Title Start Date Direct/Indirect % Ownership
CAMARDA, KIMBERLY, ANN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 02/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1999-02-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. COO/CORP.SEC. direct 1999-02-01 2004-12-07
CAMARDA FINANCIAL ADVISORS,INC. CHIEF OPERATIONS OFFICER; CHIEF COMPLIANCE OFFICER direct 1999-02-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. PRESIDENT & CCO direct 1999-02-01 2006-03-23
CAMARDA FINANCIAL ADVISORS,INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1999-02-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 1999-02-01 2013-04-01
CAMARDA WEALTH ADVISORY GROUP, LLLP CHIEF COMPLIANCE OFFICER direct 1999-02-01 2013-04-16
CAMARDA FINANCIAL ADVISORS , LLC MEMBER direct 1999-02-01 2015-10-20
SINGULARITY, LLC MEMBER 01/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MEMBER direct 2013-01-01
CAMARDA WEALTH ADVISORY GROUP, LLLP MEMBER direct 2013-02-01
CAMARDA, JEFFREY, MICHAEL FRANKLIN MANAGING MEMBER 09/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMARDA FINANCIAL ADVISORS , LLC MANAGING MEMBER direct 1993-09-01
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. PRESIDENT/CEO direct 1993-09-01 2005-03-28
CAMARDA FINANCIAL ADVISORS,INC. CEO direct 1993-09-01 2009-10-15
CAMARDA FINANCIAL ADVISORS, LLC MANAGING MEMBER, PRINCIPAL direct 1993-09-01 2013-04-01
JEFFREY M. CAMARDA, AS TRUSTEE OF THE KIMBERLY K. CAMARDA 2012 IRREVOCABLE TRUST GENERAL PARTNER SINGULARITY, LLC 02/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CAMARDA WEALTH ADVISORY GROUP, LLLP OWNER indirect 2013-02-01
CAMARDA FINANCIAL ADVISORS , LLC GENERAL PARTNER indirect 2013-02-01
CAMARDA FINANCIAL ADVISORS , LLC GENERAL PARTNER indirect 2013-02-01
KIMBERLY K. CAMARDA, AS TRUSTEE OF THE JEFFREY M. CAMARDA 2012 IRREVOCABLE TRUST GENERAL PARTNER SINGULARITY, LLC 02/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
CAMARDA WEALTH ADVISORY GROUP, LLLP OWNER indirect 2013-02-01
CAMARDA FINANCIAL ADVISORS , LLC GENERAL PARTNER indirect 2013-02-01
CAMARDA FINANCIAL ADVISORS , LLC GENERAL PARTNER indirect 2013-02-01

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