Camelot Portfolios, LLC
● SEC registered since 2010CRD 145918SEC# 801-70932Maumee, OH
Reg. AUM
$272.2M
Employees
7
Accounts
2,076
Location
Maumee, OH
Camelot Portfolios, LLC assets under management
Camelot Portfolios, LLC operates as an SEC-registered investment adviser based in Maumee, OH. The firm has been registered since 2010. It reports $272.2 million in regulatory assets under management and employs 7 people.
Camelot Portfolios, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darren Thaddaeus Munn Control | Ceo/Managing Member | Over 75% | 2006 |
| Frank P Echelmeyer Control | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Camelot Portfolios, LLC manage?
Camelot Portfolios, LLC reports $272.2 million in regulatory assets under management on its Form ADV.
How many employees does Camelot Portfolios, LLC have?
Camelot Portfolios, LLC reports 7 employees.
Where is Camelot Portfolios, LLC located?
Camelot Portfolios, LLC is based in Maumee, OH and has been SEC-registered since 2010.
Does Camelot Portfolios, LLC disclose fund performance?
Camelot Portfolios, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1700 Woodlands Dr, Suite 100, Maumee, OH 43537 |
| Phone | 419-794-0538 |
| Fax | 419-794-0539 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$272.2M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$272.2Mregulatory AUM
Discretionary $270.3MNon-discretionary $1.9M