Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
19 years
Location
Hotchkiss, CO 81419
Arax Advisory Partners
Multi-team
Adam Camacho is a financial advisor at Arax Advisory Partners with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Equitable Advisors, Avera Capital Wealth Management, Cedrus LLC, and SRS Capital Advisors. Outside of his advisory work, he volunteers with the Fellowship of Christian Athletes and serves as treasurer for a local community organization in Hotchkiss, Colorado. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation, with a range of compensation structures including performance-based fees and carried interest.
Based on Arax Advisory Partners
Based on Arax Advisory Partners
Based on Arax Advisory Partners
Fixed fees for financial planning and consulting services ranging from $10,000 to $200,000 per project.
0.50% to 3.00% per year, varies by account size and complexity
Certain financial advisors who are also registered representatives may earn commissions from brokerage or insurance products sold through affiliated broker-dealer USCA Securities and other affiliated insurance agencies.
Hourly rates range from $195 to $425 per hour for financial planning and consulting services.
Performance-based fees apply to certain clients investing in alternative investments and private funds; typical carried interest approx. 10% profit participation.
Account minimum: $50,000 Minimum fee: Fixed fees range from $10,000 to $200,000; Hourly rates range from $195 to $425 per hour; minimum expert witness fee $300 per hour. Fee-only: Fixed fees for financial planning, consulting services; hourly fees for certain services; fees negotiable; fees can be waived or reduced at firm's discretion.
Hotchkiss, CO
310 West Bridge Street #8
Hotchkiss CO 81419
Advisors at this office
1
Colorado · Idaho
19 years of industry experience
SRS Capital Advisors, LLC
2024 - Present • 2 years
Denver, CO
Cedrus LLC
2024 - 2024 • 1 year
Hotchkiss, CO
Avera Capital Wealth Management
2021 - 2024 • 3 years
Grand Junction, CO
Equitable Advisors
2007 - 2021 • 14 years
New York, NY
Axa Advisors, Llc
2007 - 2020 • 13 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Paonia, CO
Natural Investments
Harold Brill is a financial advisor at Natural Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with First Affirmative Financial Network LLC and Natural Investment Services, Inc. since 1999. Natural Investments is a values-focused advisory firm serving individuals—including high-net-worth households—as well as institutions and charitable entities. The firm emphasizes asset-class diversification and a long-term investment approach using socially responsible mutual funds, ETFs, and separately managed accounts, managing approximately $2.05 billion across a team of 24 advisors.
Series 63, Series 66, Series 65
Cedaredge, CO
LPL Financial
Gary Schwartz is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior experience includes roles at BMO Bank, Bank of the West, Thrivent Financial, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.
Series 63, Series 65
Austin, CO
OSAIC
Beth French is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She previously worked at Securities America Advisors and SECURITIES AMERICA, Inc., serving in various roles over a combined 10-year period. Outside of her advisory work, she plays piano for the Presbyterian Church of Delta and provides notary services to clients and family members. OSAIC serves a diverse range of retail and institutional clients through a wide network of affiliated advisers and multiple platforms, offering integrated brokerage, advisory, financial planning, and retirement consulting services. The firm employs various portfolio construction tools and supports both proprietary and third-party managed account solutions.
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