Asset manager · Charlotte, NC
Cameron Signature Wealth Advisors LLC
Cameron Wealth, LLC · SEC-registered investment adviser · CRD 339500 · SEC 801-137072
At a glance
Cameron Signature Wealth Advisors LLC is an SEC-registered investment adviser based in Charlotte, North Carolina, with $0 in regulatory assets under management as of its Form ADV filed September 18, 2026. By Form ADV it is a asset manager, ranked 2,848th of 3,218 asset managers and 16,833rd of 17,210 SEC-registered advisers by assets.
Main office 704-519-2592As filed on Form ADV
- Regulatory AUM
- $0M
- Rank among asset managers
- #2,848 of 3,218
- Rank among all SEC RIAs
- #16,833 of 17,210
- Rank in North Carolina
- #284 of 288
- Clients
- 0
- Accounts
- 0
- Discretionary
- 0% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Matthew E. DebordChief Operating Officer and Chief Compliance Officer
Custody and brokerage
Custodian
Cameron Signature Wealth Advisors LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Cameron Signature Wealth Advisors LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Madison Capital Markets LLC and Realta Equities, Inc..
- Madison Capital Markets LLC ↗CRD 332196
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, April 2026
- Realta Equities, Inc. ↗CRD 23769
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, April 2026
Disciplinary disclosures
Cameron Signature Wealth Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Cameron Signature Wealth Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff from each filing
- Locked
- Growth over one, three and five years
- Locked
- Rank against 626 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Cameron Signature Wealth Advisors LLC manage?
Cameron Signature Wealth Advisors LLC reports $0 in regulatory assets under management, on its Form ADV filed September 18, 2026.
What kind of firm is Cameron Signature Wealth Advisors LLC?
Cameron Signature Wealth Advisors LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Does Cameron Signature Wealth Advisors LLC have any disciplinary history?
Cameron Signature Wealth Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Cameron Signature Wealth Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →