We have an ironclad devotion to seeing our clients thrive and the industry continues to recognize our efforts.
Los Angeles, September 2020 – Kara Boccella, Partner of Camden Capital, has been named to the Forbes 2020 Top Women Wealth Advisors list. The annual list recognizes 1,000 outstanding professional women in the financial services industry, collectively managing nearly $920 billion in assets.
Los Angeles, September 2020 – Camden Capital is pleased to announce the appointment of Booth Boughan as a Director of the Manhattan Beach office. Mr. Boughan will focus on developing wealth advisory relationships with high and ultra-high net worth families, with an emphasis on multi-generational wealth transfer and charitable planning.
Los Angeles, August 2020 – Three Camden Capital Partners, including John Krambeer, Kara Boccella and Mark Udis, have been distinguished as Most Influential Wealth Managers by the Los Angeles Business Journal. This list highlights the outstanding professionals making up the Los Angeles financial services industry.
Los Angeles, August 2020 – Camden Capital has been ranked #90 out of 551 firms recognized in Financial Advisor Magazine’s 2020 RIA survey and ranking. This annual report ranks Registered Investment Advisors (RIAs) according to percentage of growth in assets from the previous calendar year.
Los Angeles, July 2020 – For the second consecutive year, Camden Capital has been recognized by the Financial Times as a Top 300 Registered Investment Advisor (FT 300). The 2020 edition of the FT 300 represents an impressive cohort of elite Registered Investment Advisory (RIA) firms across the country, with a group median AUM of $1.9 billion.
Los Angeles, June 2020 - Camden Capital is pleased to announce the promotion of Kara S. Boccella to Partner. Ms. Boccella joined Camden Capital in 2014, where she serves as a wealth advisor to high net worth legal professionals, executives, entrepreneurs and families. Ms. Boccella has also been integral to the 2019 opening of one of the firm's newest offices located in Century City...
Los Angeles, January 2020 – Kara Boccella, Managing Director of Camden Capital’s Century City office, has been distinguished by Forbes as one of the best wealth advisors in the country. The 2020 ranking reflects a combination of quantitative and qualitative data, including revenue production, assets under management, in-person meetings, and assessment of how the advisor exhibits “best practices.” Each variable is weighed and interpreted in...
Los Angeles, November 2019 – Camden Capital has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation’s fastest-growing advisors. The WealthManagement.com Thrive Awards is the first program of its kind designed to celebrate America’s fastest- growing advisors measured by revenue growth. The average revenue growth of Thrive Advisors is three times that of the overall industry. To qualify for the WealthManagement.com...
Los Angeles, October 2019 – Camden Capital’s Managing Director, Kara S. Boccella, has been distinguished by Working Mother and SHOOK Research as a 2019 Top Wealth Advisor Mom. SHOOK is America’s only wealth advisor research organization, partnering with publications such as Forbes to provide data for various wealth advisor rankings. For the 2019 Top Wealth Advisor Moms list, SHOOK considered wealth advisors who are mothers...
Los Angeles, September 2019 – 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 fourth year in a row. Mr. Krambeer was ranked 17th among 100 top independent wealth advisors across the United States, a significant leap from the 41st ranking in 2018. The 2019 ranking reflects the volume of...
Los Angeles, June 2019 – Camden Capital has been distinguished by the Financial Times as one of the Top 300 Registered Investment Advisors (FT 300) of 2019. Qualified registered investment advisors (RIAs) must have a minimum of $300 million in assets and no more than 75% of the practice’s assets are institutional. Selection is independent and objective, and there are no fees or other considerations...
Los Angeles, April 2019 – For a sixth 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, revenue generated, and the quality of their practices were...
Los Angeles, February 2019 – Camden Capital announces the opening of a new office location in Century City, which will allow the company to expand its footprint and provide additional growth in the Los Angeles wealth advisory area. This new office is to be located at 2029 Century Park East, Suite 3160, Los Angeles, CA, 90067. This opening will position Camden Capital with three locations...
North Palm Beach, October 2018 – Camden Capital announces the appointment of Mr. Brett D. Rykwalder, CPA, as Director of Finance. Mr. Rykwalder is responsible for overseeing financial reporting and operations of private funds sponsored and managed by Camden Capital. He works closely with the firm’s management team and third-party service providers. Prior to joining Camden Capital, Mr. Rykwalder spent five years at SS&C Technologies...
Los Angeles, September 2018 – 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 third year in a row. The most recent accolade is a follow-up of Camden Capital’s March 2018 acknowledgment, where Mr. Krambeer was distinguished as one of America’s Top Financial Advisors for a fifth year in a...
Los Angeles, August 2018 – Camden Capital has been recognized by Los Angeles Business Journal in ‘The List’ of top Money Management Firms. The publication recognizes top Money Management Firms in Los Angeles County, ranked by assets managed in Los Angeles County as of December 31, 2017. Headquartered in El Segundo, California, Camden Capital was ranked 78th out of 100 Money Management Firms recognized by...
Los Angeles, March 2018 – For a fifth 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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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....
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...
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...
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...
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...
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...
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...
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...
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...
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....