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CAMELOTTA ADVISORS
CAMELOT TECHNOLOGY ADVISORS, INC.
CRD 128053 · SEC 801-110358
100 BUSH ST., SUITE 511, SAN FRANCISCO, CA, 94104, United States
Phone
415-806-3641
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$234.9M
Discretionary AUM
$234.9M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $3.7M |
| High net worth individuals | 39 | $229.4M |
| Pension/profit sharing plans | 1 | $1.3M |
| Charitable organizations | 1 | $593K |
| Corporations/business entities | 1 | $140 |
States served
CA, LA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD