Camelotta Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$233,082,428
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
58
67% high-net-worth
Advisors
1
of 2 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
TypicalAverage account size
$4,018,663
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
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Occupation focus
Founder/Business Owner
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 location
Camelotta Advisors
100 Bush St., Suite 511
San Francisco CA 94104, United States
Number of offices
4
Most active in
Camelotta Advisors has reported serving >5 clients in these states in the last 12 months.
California · Louisiana · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
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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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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