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Maxwell H. Camp

TRU INDEPENDENCE ASSET MANAGEMENT
PHILADELPHIA, PA 19103
Some features on this profile are disabled
CRD#: 6260187
MC

Professional summary

Maxwell Harrison Camp, CIMA®, who also goes by Max Camp, is a registered financial advisor currently at TRU INDEPENDENCE ASSET MANAGEMENT, LLC located in Philadelphia, Pennsylvania.

Maxwell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Maxwell has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Max Camp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maxwell Harrison Camp's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Certified Investment Management Analyst

Experience

Current

May 15, 2023 - Present

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Office #1: 2400 Market Street Suite 200, Philadelphia, PA 19103
RIA
CRD#: 168256
PHILADELPHIA, PA
Past

January 17, 2023 - April 10, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 107975
Berwyn, PA
Past

January 10, 2022 - January 6, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 125446
Berwyn, PA
Past

October 16, 2020 - December 31, 2021

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 107975
BERWYN, PA
Past

January 13, 2017 - October 16, 2020

BRINKER CAPITAL INC

RIA
CRD#: 111743
BERWYN, PA
Past

January 30, 2015 - April 10, 2023

BRINKER CAPITAL SECURITIES, LLC

BD
CRD#: 38123
BERWYN, PA
Past

November 11, 2013 - February 2, 2015

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
ALLIUM FINANCIAL ADVISORS | YUVA WEALTH PLANNING | YELLOWWOOD WEALTH SOLUTIONS, LLC | WASHINGTON PARK ADVISORS | VALDA | TRU INDEPENDENCE, LLC | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | TACTICAL ADVISOR 13, LLC | SAMARA CAPITAL | PURE PORTFOLIOS | PACES FERRY WEALTH ADVISORS | MOTIVE WEALTH ADVISORS | MARTINWRIGHT ADVISORY, LLC | JUPITER WEALTH MANAGEMENT | JEPPSON WEALTH MANAGEMENT | JADWIN ASSET MANAGEMENT | HABER INVESTMENT COUNSEL | CHIRON CAPITAL MANAGEMENT

CRD#: 168256 / SEC#: 801-78748

RIA
Registered Investment Advisory firm - (11/5/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(5/15/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/13/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/20/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/11/2013
General Securities Representative Examination

Current Firm

TI
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
ALLIUM FINANCIAL ADVISORS | YUVA WEALTH PLANNING | YELLOWWOOD WEALTH SOLUTIONS, LLC | WASHINGTON PARK ADVISORS | VALDA | TRU INDEPENDENCE, LLC | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | TACTICAL ADVISOR 13, LLC | SAMARA CAPITAL | PURE PORTFOLIOS | PACES FERRY WEALTH ADVISORS | MOTIVE WEALTH ADVISORS | MARTINWRIGHT ADVISORY, LLC | JUPITER WEALTH MANAGEMENT | JEPPSON WEALTH MANAGEMENT | JADWIN ASSET MANAGEMENT | HABER INVESTMENT COUNSEL | CHIRON CAPITAL MANAGEMENT

CRD#: 168256 / SEC#: 801-78748

RIA
Registered Investment Advisory firm - (11/5/2013 Approved)
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Contact information

Main Address
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224
Mailing Address
Phone number
(971) 371-3444
Established
Firm type
Fiscal year end
# of Employees
42

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARTINWRIGHT ADVISORY DISCLOSURE BROCHURE (11/2/2025)
YELLOWWOOD WEALTH SOLUTIONS WRAP PROGRAM BROCHURE (6/10/2025)
YELLOWWOOD WEALTH SOLUTIONS DISCLOSURE BROCHURE (6/10/2025)
TIAM DISCLOSURE BROCHURE (3/25/2025)
DISCLOSURE BROCHURE FOR WASHINGTON PARK ADVISORS (3/12/2025)

Regulatory assets under management

Total Number of Accounts1,261
AUM (Assets Under Management)$ 575,284,516

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

CRD#: 168256Philadelphia, PA 19103

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