Camelot Wealth Management, LLC

RIAState Registered
Total AUM
$66.3M
Discretionary
$65.4M
99% of AUM
Avg account
$216K
Accounts
307
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
171275
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Non-Exchange Traded Equities 10%, Cash & Cash Equivalents 7%, Public Funds/Mutual Funds 3%80%
  • Exchange Traded Equities80%
  • Non-Exchange Traded Equities10%
  • Cash & Cash Equivalents7%
  • Public Funds/Mutual Funds3%

Contacts

2 of 2
  • Shawn Mahoney

    Shawn Mahoney

    Senior Financial AdvisorCRD 6337349

  • Brian Mahoney

    Brian Mahoney

    Managing PartnerCRD 2694964

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth