{
  "crd_number": 145918,
  "slug": "camelot-portfolios-llc-maumee-oh-145918",
  "primary_business_name": "CAMELOT PORTFOLIOS, LLC",
  "legal_name": "CAMELOT PORTFOLIOS, LLC",
  "dbas": [],
  "city": "Maumee",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "45780",
  "metro": {
    "cbsa_code": "45780",
    "common_name": "Toledo",
    "msa_name": "Toledo, OH",
    "path": "/advisors/oh/toledo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-01-04",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-04-13",
  "carried_forward": false,
  "raum_total": 272234967.0,
  "raum_discretionary": 270298533.0,
  "raum_non_discretionary": 1936434.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 18228823.0,
      "count": 109,
      "description": "DIRECT INVESTMENTS AND ANNUITIES"
    },
    "charitable": {
      "raum": 4787051.0,
      "count": 9
    },
    "individuals": {
      "raum": 107136681.0,
      "count": 617
    },
    "pension_profit_sharing": {
      "raum": 258807.0,
      "count": 1,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 312388.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 138828181.0,
      "count": 45
    },
    "pooled_investment_vehicles": {
      "raum": 625191.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 2057845.0,
      "count": 7
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "CO",
    "CT",
    "FL",
    "IL",
    "IN",
    "MA",
    "MI",
    "MO",
    "NC",
    "NH",
    "NY",
    "OH",
    "PA",
    "TN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://camelotportfolios.com",
    "https://linkedin.com/company/camelot-portfolios"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145918",
  "city_as_filed": "MAUMEE",
  "url": "https://advisorcensus.com/firm/camelot-portfolios-llc-maumee-oh-145918",
  "display_name": "Camelot Portfolios, LLC",
  "summary": "Camelot Portfolios, LLC is an SEC-registered investment advisory firm in Maumee, OH, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 13, 2026.",
  "citation": "AdvisorCensus. Camelot Portfolios, LLC (CRD 145918): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Camelot Portfolios, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Camelot Portfolios, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Camelot Portfolios, LLC located?",
      "a": "Camelot Portfolios, LLC's principal office is in Maumee, OH, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Camelot Portfolios, LLC registered with the SEC or a state?",
      "a": "Camelot Portfolios, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 145918."
    },
    {
      "q": "How much does Camelot Portfolios, LLC manage?",
      "a": "Camelot Portfolios, LLC reports $272,234,967 in regulatory assets under management in its Form ADV filing dated April 13, 2026 (99% discretionary)."
    },
    {
      "q": "How have Camelot Portfolios, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Camelot Portfolios, LLC: Regulatory assets under management: $425,076,889 in the October 2021 data and $272,234,967 in the October 2026 data, down 36%. Total employees: 12 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Camelot Portfolios, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (617); other (109); high net worth individuals (45)."
    },
    {
      "q": "Which custodians does Camelot Portfolios, LLC use?",
      "a": "Camelot Portfolios, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions, Interactive Brokers LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Camelot Portfolios, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145918"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 425076889.0,
      "total_employees": 12,
      "filing_date": "2021-06-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 425419059.0,
      "total_employees": 7,
      "filing_date": "2022-09-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 285980210.0,
      "total_employees": 7,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 306338872.0,
      "total_employees": 7,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 295347602.0,
      "total_employees": 7,
      "filing_date": "2025-07-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 272234967.0,
      "total_employees": 7,
      "filing_date": "2026-04-13"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Goldman Sachs Custody Solutions",
      "name_as_filed": "GOLDMAN SACHS CUSTODY SOLUTIONS",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/camelot-portfolios-llc-maumee-oh-145918.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 617,
      "fewer_than_5": false,
      "raum": 107136681.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 45,
      "fewer_than_5": false,
      "raum": 138828181.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 625191.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 258807.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 4787051.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 312388.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 2057845.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 109,
      "fewer_than_5": false,
      "raum": 18228823.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145918",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}