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CAMELOTTA ADVISORS
Legal name: CAMELOT TECHNOLOGY ADVISORS, INC.
CRD 128053File 801-110358
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$234.9M
Below cohort median (national)
Discretionary AUM
$234.9M
Clients
61
290 accounts
Employees
2
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 10, 2017
- Principal office
- 100 BUSH ST., SUITE 511, SAN FRANCISCO, CA, 94104
- Phone
- 415-806-3641
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $234.9M
- Discretionary AUM
- $234.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 290
- Non-discretionary accounts
- 0
- Total accounts
- 290
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $140 |
| Charitable organizations | Fewer than 5 | $593K |
| High net worth individuals | 39 | $229.4M |
| Pension and profit sharing plans | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 19 | $3.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

