CAMELOTTA ADVISORS

RIASEC RegisteredEst. 2017

Total AUM

$235M

Discretionary

$235M

100% of AUM

Avg account

$810K

Accounts

290

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 128053
Registered since: April 10, 2017
Website: camelotta.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI97.62%
Individuals1.58%
Pension & Profit Sharing Plans0.54%
Charitable Organizations0.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Camelotta Advisors is an independent, SEC‑registered registered investment adviser that began registration in 2017 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its compensation model includes asset‑based fees plus hourly and fixed‑fee engagements. The firm lists commodity‑related activity (CPO/CTA) among its business activities and offers a range of advisory services: financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting services, and educational seminars/workshops. Camelotta does not identify itself as an active ESG investor and is not positioned as a capital allocator.