JC
JC

John Camino

1 Year of Experience
Sheridan, WY
Broker

John Camino is a registered investment advisor at Osaic Wealth, INC., based in Sheridan, WY, with 1 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

312 Whitney Lane, Suite 2, Sheridan, WY, 82801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is involved in several real estate investment LLCs, an accounting firm, a newspaper, and a management company, typically as a member or owner with minimal time commitment. He also serves as a City Councilman, dedicating a few hours per week to this role.

Employment History
Current Registrations
Osaic Wealth, INC.
March 2025 - Present · 1 yr 6 mos
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 11 mos
State Registrations9 states
ALARCAMNMTNDNETXWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Camino - Financial Advisor | TrueAdvisor