M & A CONSULTING GROUP, LLC
DBA: CAM INVESTOR SOLUTIONS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $155.4M |
| Discretionary | $155.4M100% of AUM |
| Client Accounts | 623 |
| Avg Account Size | $249K |
| Employees | 3 |
| Peak AUM | $216.0MFeb 2022 |
AUM by Client Type
Total AUM
$155M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $155M | +33.4% | +19.9% | 3.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $155.4M |
| Discretionary | $155.4M |
| Employees | 3 |
| Client Accounts | 623 |
| Client Range | 1-10 |
Contact & Location
Address
623 W 38TH STREET
AUSTIN TX 78705
Phone
720-575-7775
Filing History
29 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$155M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported