Recognition - Camden Capital

Barron’s Recognizes John Krambeer as Top 100 Independent Wealth Advisor Two Years In A Row - Los Angeles, September 2017 – Camden Capital’s CEO and Founder, John M. Krambeer, has been distinguished by Barron’s as one of America’s Top 100 Independent Wealth Advisors for a second year in a row. Barron’s ranking of the Top 100 independents in 2017 was based on three general categories: assets under management, revenue and the quality of the advisors’ practice. The most recent accolade is ...
John M. Krambeer Recognized as Top Advisor by Barron’s Four Years In A Row - Los Angeles, March 2017 – For a fourth year in a row, CEO and Founder, John M. Krambeer has been distinguished by Barron’s as one of America’s Top Financial Advisors. The publication recognizes financial advisors that represent the top percentile of advisors who have substantial and well-managed practices located in the United States. Assets under management, quality of practices and operating an efficient business model ...
Barron’s Recognizes Camden Capital’s CEO John Krambeer as Top 100 Independent Wealth Advisor - Los Angeles, August 2016 – Camden Capital’s CEO and Founder, John M. Krambeer, has been distinguished by Barron’s as one of America’s Top 100 Independent Wealth Advisors. Barron’s ranking of the Top 100 independents is based on assets under management and the quality of the advisors’ practice. The most recent accolade is on the heels of Camden Capital’s March 2016 acknowledgement where Mr. Krambeer was ...
Camden Capital Named to 2016 Financial Times 300 Top Registered Investment Advisors Two Years In A Row - Los Angeles, June 2016 – For a second year in a row, Camden Capital has been named to the Financial Times 300 Top Registered Investment Advisors. The list distinguishes top independent registered investment advisory firms from across the U.S. Based on their assets under management, more than 1,500 pre-screened firms were invited to apply for consideration. The firms were graded on six criteria: total assets ...
Camden Capital’s CEO John M. Krambeer Recognized as Top Advisor by Barron’s Three Years In A Row - Los Angeles, March 2016 – For a third year in a row, CEO and Founder, John M. Krambeer has been distinguished by Barron’s as one of America’s Top Financial Advisors. The publication recognizes financial advisors that represent the top one percent of advisors who have substantial and well-managed practices located in the United States. Assets under management, quality of practices and operating an efficient business ...
Camden Capital Names Rita Soto CPA, as Family Office CFO - Palm Beach, October 2015 – Camden Capital announces the appointment of Ms. Rita Soto CPA, as Family Office CFO. Ms. Soto has over twenty-five years of experience in providing financial, accounting, tax and family office solutions to closely held companies and high net worth individuals. She has extensive experience in individual and corporate tax planning, compliance, cash flow analysis and wealth maximization. Prior to joining ...
Camden Capital Named to 2015 Financial Times 300 Top Registered Investment Advisors - Los Angeles, June 2015 – Camden Capital is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisors. The list recognizes top independent RIA firms from across the U.S. Based on their assets under management, more than 2,000 elite RIA firms were invited to apply for consideration. The firms were graded on six criteria: total assets under management; assets ...
John M. Krambeer Recognized as 2015 Top Advisor by Barron’s - Los Angeles, February 2015 – For a second year in a row, CEO and Founder, John M. Krambeer has been distinguished by Barron’s as one of America’s Top Financial Advisors. The publication recognizes financial advisors that represent the top one percent of advisors who have substantial and well-managed practices located in the United States. Assets under management, quality of practices and operating an efficient business ...
Kara S. Boccella Named Managing Director - Los Angeles, August 2014 – Camden Capital announces the appointment of Ms. Kara S. Boccella as managing director and Ms. Devon M. Galindo as client relations associate. Ms. Boccella has twenty-five years of experience advising legal professionals, business owners, entrepreneurs and high net worth families on wealth management, legacy planning and family office matters. The two industry experts join Camden Capital from KLS Professional Advisors ...
Florida Office Welcomes Jayson J. Brown - Palm Beach, March 2014 – Camden Capital announces the appointment of Mr. Jayson J. Brown as Director. Prior to joining Camden Capital, Mr. Brown was one of the top investment consultants at TD Ameritrade where he implemented investment solutions for affluent families across the country. His high-service approach led him to be recognized as one of the firm’s top producers three years in a row. ...

CEO Recognized as 2014 Top Advisor by Barron’s - Los Angeles, February 2014 – CEO and Founder, John M. Krambeer was recently distinguished by Barron’s as one of America’s Top Financial Advisors. The financial publication recognizes financial advisors that represent the top one percent of advisors who have substantial and well-managed practices located in the United States. Assets under management, quality of practices and operating an efficient business model were the lead criteria. "This ...
Constantine S. Hatzivassiliou Joins Florida Office - Palm Beach, February 2014 – Camden Capital announces the appointment of Mr. Constantine Hatzivassiliou as Managing Director. Mr. Hatzivassiliou advises affluent individuals, families and institutions, as well as their respective trusts, estates, foundations and endowments on all wealth management and family office related matters. He works closely with his clients’ tax and legal professionals. Prior to joining the firm, Mr. Hatzivassiliou spent seventeen years in ...
Florida Office Opened - Palm Beach, June 2013 – Wealth management provider, Camden Capital, announces the opening of its Florida office in North Palm Beach, Florida. Located in Golden Bear Plaza, the expansion into Florida is consistent with Camden’s strategy to offer high net worth individuals unique access to investment products through seasoned wealth management professionals in select markets throughout the country. Camden Partner, Rich Bursek, states, “Having a ...
Rich P. Bursek Joins as Partner - Palm Beach, October 2012 – Camden Capital announces the addition of Rich P. Bursek as Partner. Prior to his arrival at Camden, Mr. Bursek was the Chief Operating Officer of a wealth management and trust business with offices throughout Florida. Mr. Bursek has a 20-year track record of working with leading financial services firms and he has led interactive strategy and marketing teams for Fortune ...
Gary T. Nicklaus Appointed to the Board - Palm Beach, July 2012 – Camden Capital announces the appointment of Gary Nicklaus to the Board of Directors and has been named Partner of Camden Capital. Mr. Gary Nicklaus is Vice Chairman of the Board of Directors of the Nicklaus Companies ("Nicklaus"). Nicklaus is an innovative global organization that has been investing throughout the world for decades including spending the last 25+ years transacting business ...
Founder Highlighted in Registered Rep. - Los Angeles, July 2010 – John Krambeer is highlighted in Cheryl Munk’s article Advisors in Transition and Client Communication Strategies, which was distributed in the July issue of Registered Rep. Magazine’s practice management e‐newsletter The Next Move. In a market filled with constant turmoil, clients are often evaluating their financial advisors… and believe it or not, financial advisors evaluate their clients just the same. Communication ...
New Breakaway Clients Seek Camden Capital - Los Angeles, March 2010 – John M. Krambeer is featured in Registered Rep. Magazine in an article titled “The New Breakaways: Clients.” The article discusses the recent growth in Registered Investment Advisory firms, as investors have departed from the wire‐house brokerage model and have put their trust in independent advisory firms, such as Camden Capital. During 2008 and 2009, Camden Capital added $300 million in ...
Founder Joins Schwab Advisory Council - San Francisco, June 2007 – As increasing numbers of advisors choose to leave traditional financial services companies and start independent firms, Schwab Institutional has created a new advisory council designed to help ensure that transitioning advisors’ needs are being met. All members of the council have been through the transition process within the past several years and will be available to consult with advisors who ...
Mark H. Udis Joins as Director - Los Angeles, December 2005 – Camden Capital is pleased to announce that Mark H. Udis, who formerly worked in corporate finance on the East Coast, has been named Director of the company. Mr. Udis has a solid set of financial skills and a leadership background that will benefit the company’s business growth as Camden Capital continues to meet the ongoing dynamic needs of its clients. ...