Camelotta Advisors
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
FINTRXOverview
Camelotta Advisors is an independent registered investment adviser organized as a corporation and SEC-registered since 2017. The firm is owner-operated and serves both individual/family and institutional clients. Its advisory practice covers financial planning plus portfolio management for individuals, small businesses and institutions; it also provides pension consulting, educational seminars/workshops and operates as a CPO/CTA. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not self-identify as an active ESG investor and is not structured as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds23%
- US Government Bonds7%
- State & Local Bonds6%
- Investment Grade Corp Bonds4%
Contacts
1 of 1
Dana Grigg
Portfolio ManagerCRD 4705924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$165M in ETFs
100%
$164M
<1%
$824K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $36.6M | 48,915 | 22.24% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 100 Bush St
- Time zone
- PT (UTC-8)
- Office locations
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