CAM Investor Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$151,500,000
Clients
146
Advisors
2
across 2 offices
About
CAM Investor Solutions provides investment advisory and financial planning services to individuals (including accredited and qualified investors), corporations, and pension and profit‑sharing plans. Its offerings include discretionary and non‑discretionary managed accounts, retirement plan services delivered with Savant Capital, sub‑advisory arrangements, and access to private investments such as private equity, venture funds, and hedge funds.
The firm tailors portfolios to each client’s objectives, time horizon, and risk tolerance and employs strategies that range from strategic asset allocation and dollar‑cost averaging to technical analysis and both long‑ and short‑term trading; accounts are reviewed at least quarterly. CAM may implement portfolios directly or through third‑party sub‑advisors and generally requires clients to execute discretionary management agreements and related account documentation.
Distinctive for a small advisory team, CAM manages roughly $155 million across about 146 client relationships while offering access to private investment vehicles and, for certain separately managed accounts, the use of derivatives. The firm also discloses that some service providers use artificial intelligence components and conducts periodic due diligence on those providers, and it executes and custodians client assets through established platforms (Schwab and Altruist).
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting projects range from $2,500 to $20,000 per project
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
$125 - $250 per hour for financial planning services
Account minimum: $100,000 Fee-only: Financial planning fees are charged as fixed fees or hourly rates. Hourly fees range from $125 - $250 per hour. Fixed fees range from $2,500 to $20,000 per project.
Main office
See office623 W 38th Street, Suite 320
Austin TX 78705
Advisors at this office
1
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Georgia · Nebraska · Texas
Also doing business as
Cam Investor Solutions · Jimenez, Marc Anthony · M & A Consulting Group, 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.
Quick links
Advisors at this firm
Marc J
CFP®, CFA®, Series 63, Series 66
Austin, TX
CAM Investor Solutions
Marc Jimenez is a CFP® and CFA® with 23 years of experience in financial advising. He is currently with CAM Investor Solutions and has previously worked at Kahler Financial Group, Inc and Mclean Asset Management Corp. Outside of his advisory work, Jimenez owns and operates the Full Mate Chess Institute, a business focused on competing, tutoring, and promoting chess in the community. CAM Investor Solutions provides investment advisory and financial planning services to individuals, corporations, and retirement plans, offering tailored portfolios that incorporate a variety of strategies and access to private investment opportunities. The firm manages approximately $155 million and integrates technology, including artificial intelligence components, in its service delivery.
Sarah C
Series 63, Series 66
Land of Lakes, FL
CAM Investor Solutions
Sarah Contino is a financial advisor at CAM Investor Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at CAM Investor Solutions since 2018, following five years at Ameriprise Financial Services, Inc. CAM Investor Solutions serves individual investors, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and managed-account services. The firm employs a diversified investment approach that includes asset allocation, technical analysis, and both long- and short-term trading strategies, with access to private alternative investments for qualified clients.
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