Managing Director, Chief Investment Officer, President · Hollencrest Capital Management
Cameron C. Akers
CRD 5669044 · Named on Form ADV at one SEC-registered adviser
At a glance
Hollencrest Capital Management, an SEC-registered wealth manager based in Newport Beach, CA with $2.9 billion in regulatory assets, lists Cameron C. Akers on its Form ADV as Managing Director, Chief Investment Officer, President, a control person.
Firms and roles
- Hollencrest Capital ManagementManaging Director, Chief Investment Officer, PresidentWealth manager · Newport Beach, CA · $2.9B in regulatory assets
AtlasMembers
Cameron’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gregory P. PellizzonManaging Director, Chief Executive Officer, Hollencrest Capital Management
- Robert B. WolfordManaging Director, Director of Marketing, Portfolio Manager, Hollencrest Capital Management
- James KononVice President of Operations, AML Officer, Ciso, Hollencrest Capital Management
- Peter J. PellizzonManaging Director, Chief Operations Officer, Portfolio Manager, Hollencrest Capital Management
- Susan M. NakamuraManaging Director, Chief Compliance Officer, Director Portfolio Administration, Hollencrest Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cameron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.