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CAMELOT PORTFOLIOS, LLC
CRD 145918File 801-70932
APPROVED
Retail clients
Filing as of Apr 13, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 791 | 682 | decreased by109 |
| Apr 1, 2026 | Clients | 878 | 791 | decreased by87 |
| Apr 1, 2026 | AUM | $295,347,602 | $272,234,967 | decreased by$23,112,635 |
| Apr 1, 2026 | Accounts | 2,651 | 2,076 | decreased by575 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,319 | 878 | decreased by441 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $425,419,059 | $295,347,602 | decreased by$130,071,457 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,321 | 2,651 | increased by1,330 |
| Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2022 | Employees | 12 | 8 | decreased by4 |
| Apr 1, 2022 | Clients | 1,591 | 1,319 | decreased by272 |
| Apr 1, 2022 | AUM | $425,076,889 | $425,419,059 | increased by$342,170 |
| Apr 1, 2022 | Accounts | 3,525 | 1,321 | decreased by2,204 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAMELOT PORTFOLIOS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAMELOT PORTFOLIOS” may also match similarly-named firms). Confirm identity against each filing.
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.