# Camelotta Advisors

> Camelotta Advisors is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 128053
- Filed as: CAMELOTTA ADVISORS
- Legal name: Camelot Technology Advisors, Inc.
- Also doing business as: CAMELOTTA ADVISORS, DIVORCE ANALYSIS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128053
- AdvisorCensus page: https://advisorcensus.com/firm/camelotta-advisors-san-francisco-ca-128053

## Quick answers

**How is Camelotta Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Camelotta Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Camelotta Advisors located?**
Camelotta Advisors' principal office is in San Francisco, CA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Camelotta Advisors registered with the SEC or a state?**
Camelotta Advisors is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 128053.

**How much does Camelotta Advisors manage?**
Camelotta Advisors reports $234,947,793 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Camelotta Advisors' assets and staff changed since 2021?**
In the Form ADV data for Camelotta Advisors: Regulatory assets under management: $154,225,079 in the October 2021 data and $234,947,793 in the October 2026 data, up 52%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Camelotta Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (39); individuals (other than high net worth individuals) (19); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Camelotta Advisors use?**
Camelotta Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Camelotta Advisors report any disciplinary disclosures?**
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/128053

**What changed in Camelotta Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $200,862,202 to $234,947,793 (+17%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $234,947,793
- Discretionary: $234,947,793
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $3,714,945 |
| High net worth individuals | 39 | $229,367,483 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,272,557 |
| Charitable organizations | 1 | $592,668 |
| Corporations or other businesses not listed above | 1 | $140 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Seatle, WA
- Seattle, WA

### Websites listed on Form ADV (Item 1.I)
- camelotta.com
- divorceanalysis.com
- Facebook @Camelotta-Advisors
- Instagram @camelotta_advisors
- LinkedIn @camelotta-advisors
- X @Realinflation
- YouTube @UCVDvX5_sGcBZgJxn5JS4hpw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $154,225,079 | 2 | March 3, 2021 |
| October 2022 | $180,997,326 | 2 | March 9, 2022 |
| October 2023 | $164,521,270 | 2 | March 24, 2023 |
| October 2024 | $181,187,395 | 2 | May 9, 2024 |
| October 2025 | $200,862,202 | 2 | March 25, 2025 |
| October 2026 | $234,947,793 | 2 | March 18, 2026 |

Regulatory assets under management: $154,225,079 in the October 2021 data and $234,947,793 in the October 2026 data, up 52%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $200,862,202 to $234,947,793 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Camelotta Advisors (CRD 128053): Form ADV filing data as of October 2026.