Cambier Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$151,808,895
Clients
89
Advisors
4
of 4 employees
About
Cambier Capital provides continuous wealth management and investment management services for individuals, including high-net-worth clients, and lists trusts, estates, charitable organizations, corporations and other business entities among its client types. The firm also offers financial planning and non‑securities consulting, family office services tailored to high‑net‑worth and business‑owner clients, and may engage independent third‑party managers for portions of client assets.
Portfolios are customized and typically constructed using mutual funds, ETFs, individual equities and fixed‑income securities, and the firm generally employs a long‑term investment approach while remaining able to buy, sell or reallocate positions more quickly when client objectives or market conditions require. Cambier Capital describes the use of fundamental and technical analysis, annual third‑party manager reviews and factor analysis (value vs. growth) to guide allocations, and it typically manages accounts on a discretionary basis in accordance with stated client objectives and risk tolerances.
The brochure highlights capabilities that are less common for similarly sized supported firms, including due diligence and ongoing monitoring of unaffiliated private investment funds (with such fund values included in fee calculations) and the use of independent managers—arrangements that can accommodate institutional or specialized account structures (for example, other advisers, insurance entities, banks or government clients). It also discloses custodial platform relationships and recent addition of Goldman Sachs Custody Solutions, and notes that at the time of the filing the firm reported no regulatory assets under management, indicating a transitional regulatory and operational profile.
Client services
Expertise
Fee options
Fixed fees for financial plans or consulting, negotiable; Family office services fixed fee billed monthly or annually depending on arrangement
0.25%–1.25% (negotiable)
Insurance products sold by supervised persons under separate commission-based arrangements
Hourly advice fees negotiable
Ongoing fixed fee for subscription services, negotiable
Fee-only: Financial planning or consulting services on fixed fee or hourly basis, negotiable
Main office
5301 34th Avenue SE
Naples FL 34117, United States
Offices (1)
Most active in
Florida · Illinois
Also doing business as
2642 Capital, LLC · Cambier Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Samuel H
Series 63, Series 66
Wheaton, IL
Cambier Capital, LLC
Samuel Hardy is a financial advisor with Cambier Capital, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at 2642 Capital, Stenger Family Office, PT Asset Management, and Performance Trust Capital Partners. Cambier Capital provides wealth management and investment services for individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other entities. The firm offers customized portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing a long-term investment approach complemented by fundamental and technical analysis and third-party manager reviews.
Darin R
Series 66
Wheaton, IL
Cambier Capital, LLC
Darin Roth is a financial advisor with Cambier Capital, LLC, holding a Series 66 designation and 11 years of industry experience. He has previously worked at 2642 Capital, LLC, Stenger Tax Advisory, LLC, Stenger Family Office, LLC, Morgan Stanley, and Guggenheim Investments. Roth is a co-founder and former operational manager of Stenger Tax Advisory LLC, a certified public accounting firm. Cambier Capital provides wealth management and investment services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach alongside fundamental and technical analysis.
Austin K
Series 63, Series 66
Wheaton, IL
Cambier Capital, LLC
Austin Kight is a financial advisor at Cambier Capital, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 2642 Capital, LLC, ALPS Distributors, Inc., PT Asset Management LLC, Performance Trust Capital Partners LLC, Innovator Capital Management, Foreside Fund Services, LLC, and Weber Shandwick. Cambier Capital provides continuous wealth and investment management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a primarily long-term investment approach with flexibility to adjust based on client objectives or market conditions.
Jeremiah Y
Series 63, Series 66
Wheaton, IL
Cambier Capital, LLC
Jeremiah Yi is a financial advisor at Cambier Capital, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including 2642 Capital, LLC, ALPS Distributors, Inc., and PT Asset Management LLC. Cambier Capital provides wealth management and investment management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach supported by fundamental and technical analysis.
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