Camelot Portfolios, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$245,964,862
Clients
662
Advisors
3
across 2 offices
About
Camelot Portfolios provides discretionary and non‑discretionary asset management to individuals and to other investment advisers, offering access to a suite of proprietary model strategies and custom accounts. The firm also supports pooled and charitable vehicles, including acting as manager of Pool C of the Waterstone Foundation’s Charitable Pooled Trust and recommending private funds for qualified investors.
Investment selection is model‑driven and managed pari passu across client accounts, with strategies that range from Core Income and ETF Bond Ladder to hedged and option‑oriented approaches such as Hedged ETF Growth, Premium Return and the Interval Opportunities strategy. Camelot supplies fact sheets that report model performance (with stated fee and trading assumptions), uses ETFs, mutual funds, closed‑end funds, options and less liquid alternatives in some strategies, and typically implements models for clients referred by other advisers who may handle ongoing client relationships.
Compared with many peers, Camelot combines manager roles across related entities — including an affiliate mutual/prior fund (Camelot Event Driven Fund), a private fund (KHA Capital Partnership ILP via related principals), and affiliation with other registered advisers — and it charges performance‑based fees to accredited investors (with disclosed hurdle provisions and fee waivers for proprietary fund allocations). The brochure discloses these relationships and conflicts of interest (for example, fees from managing Pool C and referrals into affiliated funds) and describes mitigations such as disclosures and fee waivers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0+: 0.50% to 2.00% $5,000 - $10,000: varies by strategy, commonly $5,000-$10,000 minimum for several ETF and growth portfolios $25,000 - $50,000: varies by strategy, commonly $25,000 or $25,000-$50,000 for various income and growth portfolios $50,000+: varies by strategy, e.g., Quantum Equity has $50,000 minimum; no upper limit
Hourly charges reported in Part 1 but no specific rates stated in brochure.
Up to 25% of capital appreciation for eligible accredited investors.
Account minimum: $5,000
Main office
See office1700 Woodlands Dr, Suite 100
Maumee OH 43537
Advisors at this office
2
Offices (2)
Most active in
Alabama · California · Colorado · Connecticut · Florida · Illinois · Indiana · Massachusetts · Michigan · Missouri · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Wisconsin
Also doing business as
Camelot Portfolios, LLC · Munn Wealth Advisors · Munn Wealth Management · Munn Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
Frank E
Series 63, Series 65, Series 66
Maumee, OH
Camelot Portfolios, LLC
Frank Echelmeyer is a financial advisor at Camelot Portfolios, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Atlantis Wealth Advisors, Realta Equities, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a trustee for the endowment fund at Christ the King Parish in Toledo and is on the board of trustees for Baby University, an early childhood education resource for parents. Camelot Portfolios provides discretionary and non-discretionary asset management to individuals and other advisers, offering proprietary model strategies and custom accounts. The firm manages pooled and charitable vehicles, employing model-driven investment selection across a range of strategies that include income, hedged, and options-based approaches.
Darren M
CFA®, Series 63
Maumee, OH
Camelot Portfolios, LLC
Darren Munn is a CFA® charterholder with 23 years of industry experience and is a principal at Camelot Portfolios, LLC. He has worked at Atlantis Wealth Advisors and has managed his own firm, Munn Wealth Management, LLC, since 1998. Outside of his advisory roles, he serves on the boards of the Toledo Christian Schools Foundation and Effective Give, and is chairman of the One Voice Foundation, a nonprofit serving the greater Toledo Christian community. Camelot Portfolios provides discretionary and non-discretionary asset management primarily to individuals and other investment advisers, utilizing proprietary model strategies and custom accounts. The firm also manages pooled and charitable investment vehicles, offering model-driven investment approaches across a range of asset classes and strategies.
Paul H
Series 65
Wilmette, IL
Camelot Portfolios, LLC
Paul Hoffmeister is a financial advisor at Camelot Portfolios, LLC with eight years of industry experience and holds a Series 65 credential. He has held portfolio management roles at Camelot Event-Driven Advisors and KHA Capital, and previously worked at Quaker Funds Inc. and Bretton Woods Research. Outside of investment management, he is president of PKH Group LLC, a company involved in sales of CMMS software. Camelot Portfolios provides discretionary and non-discretionary asset management to individuals and other investment advisers, offering proprietary model strategies and custom accounts. The firm manages a range of strategies using ETFs, mutual funds, options, and alternative investments, often implementing models for clients referred by other advisers and supports pooled and charitable investment vehicles.
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