Cameron Mcilhenny
Cameron Mcilhenny is a registered investment advisor at Granite Harbor Advisors, INC., based in Houston, TX, with 4 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 431 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%, billed monthly in arrears based on the average daily balance. Fees are negotiable.
Fee Estimator
Location
10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cameron is a fixed insurance agent with Financial Independence Group since July 2024, soliciting fixed insurance based on fiduciary recommendations. This takes about 10-20% of his time.
Employment History
Current Registrations
Granite Harbor Advisors, INC.
Previous Registrations
Oakwood Capital Securities, INC.Broker
49 Financial
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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
More Advisors
- Brian Sak, CFP, ChFCGranite Harbor Advisors, INC.
- Gregory Shaw, CFPGranite Harbor Advisors, INC.
- Timothy Smith, CFPGranite Harbor Advisors, INC.
- Nicholas Brown, CFA, CFPGranite Harbor Advisors, INC.
- Lauren Smith, CFPConcurrent Investment Advisors, LLC
- Thomas Hunt, CFAEagle Global Advisors LLC