Camelot Portfolios, LLC
Camelot Portfolios, LLC is an SEC-registered mass-market adviser in Maumee, OH with $272.2M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Camelot Portfolios, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145918, SEC 801-70932, data through 2026-04-13.
- AUM (assets under management / regulatory AUM)
- $272.2M (2026-04-13)
- Firm type
- Mass-Market Adviser
- Location
- Maumee, OH
- Employees
- 7
- Clients
- 790
- CRD
- 145918
- Ownership
- MUNN, DARREN, THADDAEUS; HANLEY, STEPHEN, LAWRENCE; MOSES, MATTHEW, EDWARD; BERNDT, SARAH, JANE; RUYLE FAMILY IRREVOCABLE TRUST
How much AUM does Camelot Portfolios, LLC have?
Camelot Portfolios, LLC reported $272.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-13).
Who owns Camelot Portfolios, LLC?
Disclosed owners and executives of Camelot Portfolios, LLC include MUNN, DARREN, THADDAEUS, HANLEY, STEPHEN, LAWRENCE, MOSES, MATTHEW, EDWARD, BERNDT, SARAH, JANE, RUYLE FAMILY IRREVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.