SourcingSourcing

CAMELOT PORTFOLIOS, LLC

B59
CRD 145918·SEC 801-70932·MAUMEE, OH
AUM
$272.2M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$817K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMELOT PORTFOLIOS, LLC
CRD
145918
SEC file #
801-70932
EIN
202103606
DBA names
—

Economics

AUM
$272.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$434.9M → $272.2M▼ -37%
Client mix
Individuals Other617
Other109
Individuals High Net Worth45
Charitable Organizations9
Corporations7

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
13 advisors → 4 advisors▼ -69%
Primary office
MAUMEE OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUMHourly chargesPerformance-based fees

Filings

Latest ADV filing
04/13/2026
ADV-W filed at
—
Website
linkedin.com/company/camelot-portfolios(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MUNN, DARREN, THADDAEUS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MUNN, DARREN, THADDAEUS
ECHELMEYER, FRANK, P
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:camelotportfolios.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001569766
Edgar Registered
Yes
Edgar Filing Count
56
Edgar First Filing Date
2013-02-15
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
54
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001104659-26-057631

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Goldman Sachs2
Interactive Brokers2
Folio Institutional1
Edgar Addresses
Mailing
1700 WOODLANDS DRIVESUITE 100MAUMEE, OH 43537
Business
1700 WOODLANDS DRIVESUITE 100MAUMEE, OH 43537
Edgar EIN
202103606
Edgar Recent Filings
13F-HR2026-05-08 · 0001104659-26-057631
13F-HR2026-01-29 · 0001104659-26-007824
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
3100611
Trust Company Affiliate
No

People (3)

3
MUNN, DARREN, THADDAEUS
IAR · Direct Owner · 87.5%
3100611
ECHELMEYER, FRANK, P
IAR · Executive Officer · 2.5%
4444168
HOFFMEISTER, PAUL, KRISTIAN
IAR
4712982