Camelot Technology Advisors, Inc.
● SEC registered since 2017CRD 128053SEC# 801-110358San Francisco, CA
Reg. AUM
$234.9M
Employees
2
Accounts
290
Location
San Francisco, CA
About Camelot Technology Advisors
Camelot Technology Advisors, presenting as Divorce Analysis, provides specialized financial advice and forensic accounting for individuals navigating divorce. Services include business valuation, asset tracing, support analysis, and wealth-preservation guidance during settlement negotiations.
Summary based on the firm’s website.
Camelot Technology Advisors, Inc. assets under management
Camelot Technology Advisors, Inc. is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2017. It reports $234.9 million in regulatory assets under management and employs 2 people.
Camelot Technology Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dana Joe Grigg Control | President & Chief Compliance Officer | Over 75% | 2001 |
Frequently asked questions
How much does Camelot Technology Advisors, Inc. manage?
Camelot Technology Advisors, Inc. reports $234.9 million in regulatory assets under management on its Form ADV.
How many employees does Camelot Technology Advisors, Inc. have?
Camelot Technology Advisors, Inc. reports 2 employees.
Where is Camelot Technology Advisors, Inc. located?
Camelot Technology Advisors, Inc. is based in San Francisco, CA and has been SEC-registered since 2017.
Does Camelot Technology Advisors, Inc. disclose fund performance?
Camelot Technology Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Bush St., Suite 511, San Francisco, CA 94104 |
| Phone | 415-806-3641 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$234.9M▲ 17%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$234.9Mregulatory AUM
Discretionary $234.9M