SAN FRANCISCO, CACRD 128053Latest ADV March 18, 2026
Camelotta Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 18, 2026, reports $235M in regulatory assets under management, 2 employees, 3 offices, and 290 accounts.
Assets Under Management
$235M
Employees
2
Offices
3 offices
Total Clients
61
Primary office
SAN FRANCISCO, CA
100 BUSH ST., SUITE 511, SAN FRANCISCO, CA, United States
Top client segmentHNWI represent 63.9% of total clients.
Top client categories% of clientsClients
1
HNWI
63.9%
39
2
Individuals
31.1%
19
3
Pension Plans
1.6%
1
4
Charitable
1.6%
1
5
Corporations
1.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of March 18, 2026
Discretionary100.0%
$235M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$235M
Total Accounts290
10Y AUM Change+$133M (+131.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee31:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.