Camelotta Advisors
Camelotta Advisors is an SEC-registered ria in San Francisco, CA with $234.9M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Camelotta Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128053, SEC 801-110358, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $234.9M (2026-03-18)
- Firm type
- Ria
- Location
- San Francisco, CA
- Employees
- 2
- Clients
- 61
- CRD
- 128053
- Ownership
- GRIGG, DANA, JOE
How much AUM does Camelotta Advisors have?
Camelotta Advisors reported $234.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Camelotta Advisors?
Disclosed owners and executives of Camelotta Advisors include GRIGG, DANA, JOE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.