# Camelot Wealth Management, LLC

> Camelot Wealth Management, LLC is a state-registered investment advisory firm, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 171275
- Filed as: CAMELOT WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171275
- AdvisorCensus page: https://advisorcensus.com/firm/camelot-wealth-management-llc-171275

## Quick answers

**How is Camelot Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Camelot Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Camelot Wealth Management, LLC registered with the SEC or a state?**
Camelot Wealth Management, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171275.

**How much does Camelot Wealth Management, LLC manage?**
Camelot Wealth Management, LLC reports $66,295,000 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (99% discretionary).

**What types of clients does Camelot Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (7).

**Does Camelot Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171275

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $66,295,000
- Discretionary: $65,381,000
- Non-discretionary: $914,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $29,546,000 |
| High net worth individuals | 7 | $36,723,000 |
| Charitable organizations | Fewer than 5 | $26,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- camelotwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Camelot Wealth Management, LLC (CRD 171275): Form ADV filing data as of October 2026.