Camelot Portfolios provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Camelot Portfolios reports 791 clients. They include 617 individual clients, 109 other clients and 45 high-net-worth individuals. Of its assets, 99.3% ($270M across 2,075 accounts) are managed with discretion; $1.94M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 39% |
| High-net-worth individuals | 6% | 51% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 1% | 2% |
| Other client typesOther investment advisers; Corporations and other businesses; Other | 15% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 617 | $107M | 39.4% | $174K |
| High-net-worth individuals | 45 | $139M | 51.0% | $3.09M |
| Pooled investment vehicles | 2 | $625K | 0.2% | $313K |
| Pension and profit-sharing plans | Fewer than 5 | $259K | 0.1% | $259K |
| Charitable organizations | 9 | $4.79M | 1.8% | $532K |
| Other investment advisers | Fewer than 5 | $312K | 0.1% | $312K |
| Corporations and other businesses | 7 | $2.06M | 0.8% | $294K |
| Other | 109 | $18.2M | 6.7% | $167K |
| Total | 791 | $272M | 100% | — |
- Clients
- 617
- Regulatory AUM
- $107M
- AUM share
- 39.4%
- Avg. per client
- $174K
- Clients
- 45
- Regulatory AUM
- $139M
- AUM share
- 51.0%
- Avg. per client
- $3.09M
- Clients
- 2
- Regulatory AUM
- $625K
- AUM share
- 0.2%
- Avg. per client
- $313K
- Clients
- Fewer than 5
- Regulatory AUM
- $259K
- AUM share
- 0.1%
- Avg. per client
- $259K
- Clients
- 9
- Regulatory AUM
- $4.79M
- AUM share
- 1.8%
- Avg. per client
- $532K
- Clients
- Fewer than 5
- Regulatory AUM
- $312K
- AUM share
- 0.1%
- Avg. per client
- $312K
- Clients
- 7
- Regulatory AUM
- $2.06M
- AUM share
- 0.8%
- Avg. per client
- $294K
- Clients
- 109
- Regulatory AUM
- $18.2M
- AUM share
- 6.7%
- Avg. per client
- $167K
Total
- Clients
- 791
- Regulatory AUM
- $272M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Camelot Portfolios charges 0.50%–2.00% for its Asset management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Fee details and sources
Darren Munn owns 75% or more of Camelot Portfolios. The leadership team of Camelot Portfolios includes Chief Compliance Officer Frank Echelmeyer. It has 7 employees, 4 of them in advisory roles.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- 45 soliciting firms
- Owns 75% or more of Camelot Portfolios, LLC
Darren Munn
Control person · since January 2006
Camelot Portfolios’ regulatory assets fell from $425M (June 2021) to $272M (April 2026); clients fell from 1,591 to 791 and employees from 12 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $272M | 791 | 7 | 2 |
| Jul 2025July 2025 | $295M | 878 | 7 | 2 |
| Mar 2024March 2024 | $306M | 1,001 | 7 | 2 |
| Mar 2023March 2023 | $286M | 1,046 | 7 | 2 |
| Mar 2022March 2022 | $425M | 1,319 | 8 | 2 |
| Jun 2021June 2021 | $425M | 1,591 | 12 | 2 |
Besides its headquarters, Camelot Portfolios has 1 office, with 2 listed addresses in 1 state.
Ohio · 2 listed addresses
- 1700 Woodlands DR, Suite 100, MaumeeHQ
- 1700 Woodlands DR. Suite 200, Maumee
Contact and registration details
- Legal name
- Camelot Portfolios, LLC
- Headquarters
- 1700 Woodlands DR, Suite 100, Maumee, OH 43537
- Website
- camelotportfolios.com
- Phone
- 419-794-0538
- @camelot-portfolios
- SEC file
- 801-70932
- Structure
- Ohio LLC
- Fiscal year end
- December
Camelot Portfolios’ named custodians for separately managed accounts are Fidelity ($121M, 51%), Interactive Brokers ($64M, 27%) and Folio Investments ($51M, 22%). Camelot Portfolios does not have custody of client assets.
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $51M22%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $64M27%
- FidelityNational Financial Services LLC · Boston, MA · $121M51%
At year end, Camelot Portfolios’ separately managed accounts were mostly in stocks (56%) and funds (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $143M across 202 positions; the largest are Pimco ETF TR (2.8%), Alphabet Inc. (2.5%) and Amazon Com Inc. (2.4%).
What the accounts hold
- Stocks56%
- Funds11%
- Bonds1%
- Cash7%
- Other25%
- Direct investments and annuities25%
How many clients does Camelot Portfolios have?
Camelot Portfolios has 791 clients and manages $272 million for them, as of April 2026. They include 617 individual clients, 109 other clients and 45 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 April 2026
What services does Camelot Portfolios offer?
Camelot Portfolios provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Camelot Portfolios charge?
Camelot Portfolios charges 0.50%–2.00% for its Asset management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Which custodians does Camelot Portfolios use?
Camelot Portfolios’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $121M, Interactive Brokers LLC (Greenwich, CT), with $64M and Folio Investments, Inc. (McLean, VA), with $51M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 April 2026
How many financial advisors does Camelot Portfolios have?
Camelot Portfolios has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Camelot Portfolios invest in?
At the end of its last fiscal year, Camelot Portfolios’ separately managed accounts held 56% exchange-traded equities, 25% other, 11% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents and 1% investment grade corporate bonds. The 25% other category is described as: Direct Investments and Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Camelot Portfolios?
Camelot Portfolios’ direct owner is Darren Munn (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 April 2026
How does Camelot Portfolios get paid?
Camelot Portfolios is paid through a percentage of assets under management, hourly charges and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Camelot Portfolios?
Camelot Portfolios’ main office is at 1700 Woodlands DR, Suite 100, Maumee, OH 43537. Its phone number is 419-794-0538. Its website is camelotportfolios.com.
