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CAMELOT PORTFOLIOS, LLC
CRD 145918 · SEC 801-70932
1700 WOODLANDS DR, SUITE 100, MAUMEE, OH, 43537, United States
Phone
419-794-0538
Fax
419-794-0539
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$272.2M
Discretionary AUM
$270.3M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 617 | $107.1M |
| High net worth individuals | 45 | $138.8M |
| Pooled investment vehicles | 2 | $625K |
| Pension/profit sharing plans | 1 | $259K |
| Charitable organizations | 9 | $4.8M |
| Other investment advisers | 1 | $312K |
| Corporations/business entities | 7 | $2.1M |
States served
AL, CA, CO, IL, IN, MA, MI, NY, NC, OH, PA, TN, WI, MO, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD