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Cameron King Martin

WCM Investment Management

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About Cameron King Martin

Cameron King Martin is a registered investment advisor representative with WCM Investment Management, an investment advisory firm based in Laguna Beach, California. Cameron also acts as the CIO for Martin Capital Partners, LLC, a wholly owned independently registered investment adviser that will dissolve 12/31/24. Cameron has been in the industry since 1997, and holds the Series 65, Series 63, Series 31, and Series 7 licenses.

Firm Information

Cameron Martin is currently registered with WCM Investment Management. WCM Investment Management is an investment advisor headquartered in Laguna Beach, California. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide model portfolio recommendations to other investment advisors. WCM Investment Management manages approximately $66.61 billion in assets for a diverse client base, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. The firm participates in wrap fee programs.
WCM Investment Management

281 BROOKS STREET

LAGUNA BEACH, CA 92651-2974

$66.61B

Assets Under Management

24

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio recommendations to other investment advisers

Provide model portfolio recommendations to other investment advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Cameron Martin’s Registration & Firm History

CA

11/12/2024 - Present

WCM Investment Management (LAGUNA BEACH CA)

OR

01/23/1997 - 10/02/2008

CITIGROUP GLOBAL MARKETS INC. (EUGENE OR)

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Licenses & Designations

IA

Issued 01/31/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 01/21/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cameron King Martin.
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