CW
CFA
CW
CFA

Cameron Wadsworth

5 Years of Experience
Carmel, IN
Broker

Cameron Wadsworth is a CFA-designated registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 5 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

12711 N. Meridian Street, Carmel, IN, 46032

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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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Employment History
Current Registrations
Capital Client Group, INC.
September 2025 - Present · 8 mos
Capital Client Group, INC.Broker
September 2025 - Present · 8 mos
Capital Client Group, INC.
September 2025 - Present · 8 mos
Previous Registrations
Assetmark, INC.
April 2021 - April 2024 · 3 yrs
Assetmark Brokerage, LLCBroker
March 2021 - April 2024 · 3 yrs 1 mo
Sprott Asset Management USA INC.
July 2019 - November 2020 · 1 yr 4 mos
Sprott Global Resource Investments LTDBroker
May 2019 - November 2020 · 1 yr 6 mos
State Registrations51 states
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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.
Cameron Wadsworth - Financial Advisor | TrueAdvisor