CM
CM

Cameron Mcilhenny

3 Years of Experience
Sells Insurance

Cameron Mcilhenny is a registered investment advisor at Granite Harbor Advisors, INC., based in Houston, TX, with 3 years of industry experience. Cameron 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, High Net Worth, and 3 more. Their firm serves 398 clients with $560M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
398 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$561.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Granite Harbor Advisors offers asset management services where they create and manage a portfolio of investments tailored to your needs. The annual fee for this service will not exceed 1.00% of the value of your account. Fees are negotiable and are deducted from your account monthly, based on the average daily balance.

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Location

10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064

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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 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.
March 2026 - Present · 1 mo
Previous Registrations
Oakwood Capital Securities, INC.Broker
July 2024 - December 2024 · 5 mos
49 Financial
April 2024 - August 2025 · 1 yr 4 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2021 - January 2024 · 2 yrs 4 mos
State Registrations1 state
TX
Advisor

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.