Camelot Advisors, LLC (Maumee)
Camelot Advisors, LLC is a related adviser based in Maumee. It manages $156.37 million of regulatory assets for 701 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Florida, Indiana, and 7 other states.
Camelot Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
Camelot Advisors: assets under management
The assets under management (AUM) of Camelot Advisors, LLC is $156.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 189% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in other assets the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Camelot Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Camelot Advisors serves?
The only and largest group of clients of Camelot Advisors is individuals with 696 clients and $156.37 million of assets under management. Among the 7 most similar advisory firms, Camelot Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $156.37 million for 696 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Camelot Advisors doesn't advise any private funds.
Careers at Camelot Advisors, LLC
The company employs 12 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Maumee
The principal office where Camelot Advisors, LLC performs its advisory services is located at 1700 Woodlands Dr., Maumee, OH 43537, which is also the mailing address of the firm. An additional office of the firm is in Elkhart, IN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 419-794-0538. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at camelotportfolios.com/.
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