Camelotta Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$233,082,428
Clients
58
Advisors
1
of 2 employees
About
Camelotta Advisors provides portfolio management, advisory consulting and pension plan consulting to individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations and employer-sponsored retirement plans. The firm offers discretionary portfolio management across public securities—including stocks, bonds, ETFs, mutual funds and options—as well as written financial plans and consulting engagements; it also provides litigation support and expert valuation services under a separate Divorce Analysis engagement.
The firm’s investment process combines fundamental and technical methods, including charting and cyclical analysis, and ranges from long‑term purchases to short‑term trading. Camelotta regularly monitors and rebalances portfolios and discloses the use of margin and derivative instruments (including options) in client accounts, and may employ borrowing in separately managed accounts where appropriate.
Compared with many peers, Camelotta’s practice explicitly incorporates active trading techniques and the use of derivatives and margin within managed accounts, and it documents a separate litigation-support offering for divorce and forensic valuation work. The firm also participates in custodian-sponsored educational events and makes available seminars and related support resources, and it generally requires a $3.0 million minimum for portfolio management while retaining discretion to accept smaller accounts under specific criteria.
Client services
Expertise
Occupation focus
Fee options
Advisory Consulting flat fees range from $1,500 to $20,000; Pension Consulting fixed fees range from $750 to $20,000
up to 2.00% annually (varies depending on size and composition of portfolio, services rendered, and individual providing services)
Up to $610 per hour
Account minimum: $3,000,000 Fee-only: Fixed fees and hourly fees available as alternatives to AUM fees
Main office
100 Bush St Ste 511
San Francisco CA 94104
Advisors at this office
1
Most active in
California · Louisiana · Texas · Washington
Also doing business as
Camelot Technology Advisors · Camelot Technology Advisors, Inc. · Camelotta · Camelotta Advisors · Divorce Analysis
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)