Overview
Assets Under Management: $295 million
Headquarters: MAUMEE, OH
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Frequently Asked Questions
CAMELOT PORTFOLIOS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145918), CAMELOT PORTFOLIOS, LLC is subject to fiduciary duty under federal law.
CAMELOT PORTFOLIOS, LLC is headquartered in MAUMEE, OH.
CAMELOT PORTFOLIOS, LLC serves 50 high-net-worth clients according to their SEC filing dated July 28, 2025. View client details ↓
According to their SEC Form ADV, CAMELOT PORTFOLIOS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
CAMELOT PORTFOLIOS, LLC manages $295 million in client assets according to their SEC filing dated July 28, 2025.
According to their SEC Form ADV, CAMELOT PORTFOLIOS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.64
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,651
Discretionary Accounts: 2,519
Non-Discretionary Accounts: 132
Regulatory Filings
CRD Number: 145918
Filing ID: 2006164
Last Filing Date: 2025-07-28 12:21:00
Website: https://camelotportfolios.com