A complete list of active advisors currently associated with Camelot Wealth Management, LLC

Warmer can help you find a great advisor at Camelot Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Camelot Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.