Camelot Portfolios, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Maumee, OH. Its latest Form ADV filing, dated April 13, 2026, reports $272M in regulatory assets under management, 7 employees, 1 office, and 2,076 accounts.
Assets Under Management
$272M
Employees
7
Offices
1 office
Total Clients
791
Primary office
MAUMEE, OH
1700 WOODLANDS DR, SUITE 100, MAUMEE, OH, United States
Top client segmentIndividuals represent 78.0% of total clients.
Top client categories% of clientsClients
1
Individuals
78.0%
617
2
DIRECT INVESTMENTS AND ANNUITIES
13.8%
109
3
HNWI
5.7%
45
4
Charitable
1.1%
9
5
Corporations
0.9%
7
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of April 13, 2026
Discretionary99.3%
$270M
99% of total RAUM99.3%
Non-discretionary0.7%
$2M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$272M
Total Accounts2,076
10Y AUM Change$-119M (-30.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee113:1
10Y Employee Change-15 (-68.2%)
* 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.