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CAMELOT PORTFOLIOS, LLC
CRD 145918File 801-70932
APPROVED
Retail clients
Filing as of Apr 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$272.2M
Below cohort median (national)
Discretionary AUM
$270.3M
Non-discretionary $1.9M
Clients
682
2,076 accounts
Employees
7
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 4, 2010
- Principal office
- 1700 WOODLANDS DR, SUITE 100, MAUMEE, OH, 43537
- Phone
- 419-794-0538
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $272.2M
- Discretionary AUM
- $270.3M
- Non-discretionary AUM
- $1.9M
- Discretionary accounts
- 2,075
- Non-discretionary accounts
- 1
- Total accounts
- 2,076
- AUM per client
- $399K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $2.1M |
| Charitable organizations | 9 | $4.8M |
| Other investment advisers | Fewer than 5 | $312K |
| High net worth individuals | 45 | $138.8M |
| Pooled investment vehicles | 2 | $625K |
| Pension and profit sharing plans | Fewer than 5 | $259K |
| Individuals (other than high net worth individuals) | 617 | $107.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 17, 2026 | Clients | 791 | 682 |
| 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.