Camerondowning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,936,274
Clients
84
Advisors
4
of 4 employees
About
CameronDowning advises individual and high‑net‑worth clients on ongoing portfolio management and comprehensive financial planning, including manager selection and tailored investment plans that may incorporate ETFs, mutual funds, individual equities, bonds, cryptocurrencies and non‑fungible tokens. The firm also provides crypto asset planning and education as part of its advisory services and treats crypto allocations as a distinct component of a client’s overall financial plan.
Operating under a fiduciary standard, CameronDowning prepares an Investment Policy Statement for each client and applies modern portfolio theory with a long‑term trading and manager‑selection approach, while accommodating client‑imposed restrictions and model portfolios where appropriate. For clients who choose digital asset exposure, the firm integrates education, a separate Crypto Asset Supplementary Investment Disclosure, and ongoing monitoring into those engagements.
The firm’s operational practices for digital assets are a notable differentiator: it uses a turnkey asset management program to custody crypto at third‑party custodians (including Gemini Trust Company and Prime Trust), discloses separate fee schedules and transaction/platform charges for crypto accounts, and documents crypto‑specific risks in its brochure. CameronDowning also describes wrap‑fee program arrangements, offers an annual subscription option for ongoing planning and accepts certain cryptocurrencies as payment for planning services; principals’ roles as licensed insurance brokers are disclosed as potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning fixed fees negotiated between $1,500 and $5,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: 0.70%
$300 per hour with a 2-hour minimum
Annual subscription up to $2,300 at commencement and $199 per month thereafter
Account minimum: $100,000 for traditional investment accounts at TD Ameritrade; $5,000 for crypto asset accounts at Onramp Invest (Gemini Trust Company or Prime Trust) Fee-only: Portfolio management fees tiered as above; Financial planning fixed fees $1,500 to $5,000; Hourly fee $300/hour with 2-hour minimum; Annual subscription fees up to $2,300 initially, then $199/month thereafter; Crypto asset management fee 1% annually with $5,000 minimum
Main office
101 NW 8th St., Suite 200
Miami FL 33136
Advisors at this office
4
Most active in
Florida
Also doing business as
Camerondowning, Inc. · Camerondowning, LLC · Downing, Glenn J
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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.
Forms ADV
Quick links
Advisors at this firm
Christian C
Series 65
Miami, FL
Camerondowning, Inc.
Christian Cameron is a financial advisor at Camerondowning, Inc. with two years of industry experience. He holds a Series 65 credential and has a background in law, serving as owner and attorney at the Law Office of Christian Cameron, P.A. since 2021. His prior legal experience includes roles at Chepenik Trushin LLP and Bilzin Sumberg. Camerondowning advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating both traditional and digital assets such as cryptocurrencies and non-fungible tokens. The firm applies modern portfolio theory within a fiduciary framework and offers specialized crypto asset planning, custody arrangements, and education as part of its services.
Glenn D
CFP®, Series 63
Miami, FL
Camerondowning, Inc.
Glenn Downing is a CFP® professional with 27 years of industry experience. He has been with Camerondowning, Inc. since 2014. In addition to his advisory role, he conducts insurance business as a broker alongside a colleague. Camerondowning, Inc. advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating a range of investment options including cryptocurrencies and non-fungible tokens. The firm operates under a fiduciary standard, emphasizing tailored investment plans, manager selection, and specialized crypto asset planning and education.
Jonathan C
CFP®, Series 66
Miami, FL
Camerondowning, Inc.
Jonathan Cameron is a CFP® professional with 17 years of industry experience. He has worked at Camerondowning, Inc. since 2014 and was previously with Origin Financial from 2021 to 2023. In addition to his advisory role, he is a licensed insurance agent. Camerondowning, Inc. serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, incorporating a range of investment options including cryptocurrencies and non-fungible tokens. The firm operates under a fiduciary standard and offers specialized crypto asset planning and education integrated into its investment approach.
Jose Diego G
CFP®, Series 65
Miami, FL
Camerondowning, Inc.
Jose Diego Gonzalez Fernandez is a CFP® professional with five years of industry experience, currently with CameronDowning, Inc. in Miami, FL. His prior roles include positions at Hult International Business School and Progressive Leasing. He is also licensed as an insurance agent offering insurance products to clients. CameronDowning advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating traditional and digital assets such as cryptocurrencies and non-fungible tokens. The firm operates under a fiduciary standard and emphasizes tailored investment plans with ongoing education and monitoring of crypto assets.
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