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CAM INVESTOR SOLUTIONS

AUSTIN, TX · CRD 286078 · IAPD ↗ · 720-575-7775

$155.4MRegulatory AUM
2Advisory reps
3Employees
6Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — CAM INVESTOR SOLUTIONS reported RAUM up 33% ($116.5M -> $155.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2025 — CAM INVESTOR SOLUTIONS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.