Camelot Portfolios, LLC

$272.2MAssets under management
as of Apr 2026 · SEC Form ADV
Maumee, OH
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Tech stack

No one at Camelot Portfolios, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $120M held · filed Mar 2024
Folio
Per Form ADV · $93M held · filed Mar 2024
Interactive Brokers
Per Form ADV · $69M held · filed Mar 2024