Camelot Wealth Management, LLC

Overview

Camelot Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm shows a clear equity-first allocation preference, designing portfolios around exchange-traded equities and related vehicles. Its advisory model blends discretionary portfolio management with ongoing planning relationships, and fee arrangements include asset-based fees supplemented by hourly and fixed-fee engagements. Investment activity skews toward liquid, listed instruments, which supports flexible implementation across client accounts and separately managed account structures. That approach typically enables customized tax management and position-level adjustments for individual clients while keeping implementation costs and operational friction relatively low. The firm does not position itself as a multi-state or pension consultant adviser and does not flag an active ESG mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices