Disclosures
Important advisory context.
Last updated: April 2026
Informational content
Information on this website is general in nature and is not individualized investment, tax, or legal advice. Nothing on this site constitutes an offer to sell or a solicitation of an offer to buy any security. Advisory services are offered only pursuant to a written engagement agreement, after a review of the client's full situation and investment objectives.
Fee-only and fiduciary
Camba Capital, LLC operates on a fee-only basis. The firm is compensated only by its clients and does not accept commissions, product revenue, 12b-1 fees, or other third-party compensation. When providing investment advice to clients, Camba Capital, LLCacts as a fiduciary, meaning it is obligated to act in the client's best interest at all times.
Form ADV
A copy of Camba Capital, LLC's Form ADV Part 2A (Brochure) and Part 2B (Brochure Supplement) is available on request by emailing dan.zimon@cambacap.com. The Brochure contains detail on the firm's services, fees, conflicts of interest, code of ethics, and disciplinary history, if any. Prospective clients are encouraged to review the Brochure before engaging the firm.
Illustrative content
References to fee savings, rollover outcomes, retirement income scenarios, and optimization results on this site are illustrative only. They are based on assumptions about fees, returns, taxes, and cash flow that may not match any particular client's situation. Actual results will vary, and past performance is not indicative of future results. The fee calculator and other planning tools are educational and should not be interpreted as a projection of returns or a recommendation.
Third-party references
References to Daniel Zimon's prior employment at institutions such as Fidelity Investments or Millennium Management describe professional history only. No endorsement, sponsorship, or ongoing relationship with any prior employer is expressed or implied, and no current employer-client relationship exists as a result of those references.
Contact
Questions about this disclosure or about Camba Capital, LLC's services may be directed to dan.zimon@cambacap.com.
Camba Capital, LLCmay update this page from time to time to reflect changes in the firm's operations or applicable regulation. The most current version will always appear here.