Camelot Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$66,295,000
Total clients
101
7% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
34
Average account size
$656,386
About
Camelot Wealth Management, LLC provides discretionary and non‑discretionary portfolio management, along with financial planning and consulting, to individual clients (including high‑net‑worth individuals) and charitable organizations. As of December 31, 2025 the firm reported managing approximately $66.3 million in client assets for about 101 clients through a team of three investment adviser representatives.
The firm tailors portfolios to clients’ stated objectives and risk tolerances, primarily using mutual funds and exchange‑traded funds, and monitors and rebalances accounts on an ongoing basis. Its stated methods include fundamental and cyclical analysis and it employs a mix of long‑term, short‑term and option‑writing strategies; the firm also provides written financial plans upon request.
Noteworthy features disclosed in the brochure include advisory personnel who maintain outside business activities (such as property management, tax preparation and other full‑time employment) and representatives who are licensed insurance agents and may receive commission compensation. The firm participates in the Schwab Advisor Services program (receiving certain non‑client benefits), generally does not combine client orders for block trading, and does not vote proxies on behalf of clients.
Client services
Expertise
Fee options
Flat fee of $750 for financial planning services, negotiable
$0 - $99,999: 1.50% $100,000 - $999,999: 1.25% $1,000,000 - $9,999,999: 1.00% $10,000,000 - $19,999,999: 0.90% $20,000,000 - $24,999,999: 0.80% $25,000,000+: 0.75%
Insurance commissions earned by licensed insurance agents affiliated with the firm
Hourly consulting fee of $150 for financial planning services, negotiable
Account minimum: $10,000 Minimum fee: $150 minimum annual fee, may be waived at discretion Fee-only: Flat fee of $750 for financial planning services (negotiable); hourly consulting fee of $150 (negotiable)
Main office location
Camelot Wealth Management, LLC
Oldsmar FL, United States
Number of offices
2
Most active in
Florida · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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