Camelot Portfolios, Llc
- Regulatory AUM
- $272M
- Discretionary
- $270M
- Clients
- 791
- Avg AUM / client
- $344K
- Accounts
- 2,076
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 617 | $107M | 39.4% |
| High net worth individuals | 45 | $139M | 51.0% |
| Pooled investment vehicles (non-investment companies) | 2 | $625K | 0.23% |
| Pension and profit sharing plans | 1 | $259K | 0.1% |
| Charitable organizations | 9 | $4.8M | 1.76% |
| Other investment advisers | 1 | $312K | 0.11% |
| Corporations and other businesses | 7 | $2.1M | 0.76% |
| Other | 109 | $18.2M | 6.7% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darren Thaddaeus Munn | Ceo/Managing Member | CFA | Jan 2006 (21y) | 75% or more |
| Frank P Echelmeyer | Chief Compliance Officer | Jul 2015 (11y) | Less than 5% | |
| Paul Kristian Hoffmeister | Registered representative | Nov 2017 (9y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $126M (43% of AUM) Jul 2025
- National Financial Services (Fidelity) $121M (44% of AUM) Apr 2026
- Interactive Brokers $64.0M (24% of AUM) Apr 2026
- TD Ameritrade $57.4M (13% of AUM) Sep 2022
- Folio Investments, Inc. $51.0M (19% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗