Camelot Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 171275
- Website
- www.camelotwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.39%
- Individuals44.57%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Camelot Wealth Management, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves mainly individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its client billing mixes a percentage-of-AUM model with hourly and fixed-fee arrangements. Camelot does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not describe itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds3%
Contacts
2 of 2
Shawn Mahoney
Senior Financial AdvisorCRD 6337349
Brian Mahoney
Managing PartnerCRD 2694964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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