Camelot Portfolios, LLC

Overview

Camelot Portfolios, LLC is an SEC registered investment adviser based in Maumee, OH, registered since 2010. It reports $272M in assets under management across 2,076 accounts, with 7 employees. It has 3 investment adviser representatives.

Reported AUM

$272M

Discretionary

99%

Accounts

2,076

Average account

$131K

Employees

7

Advisory reps

3

Registered since

2010

Jurisdictions

18

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Darren Thaddaeus Munn Chief Executive Officer, Managing Member CRD 3100611
• Frank P Echelmeyer Chief Compliance Officer CRD 4444168

Advisory reps 3 of 3

• Frank-Peter P Echelmeyer Insurance Agent · Investment Adviser Rep CRD 4444168
• Paul Kristian Hoffmeister Investment Adviser Rep CRD 4712982
• Darren T Munn Insurance Agent · Investment Adviser Rep CRD 3100611

Location

Headquarters

1700 Woodlands Dr Ste 100
Maumee, OH 43537

County

Lucas

Metro area

Toledo, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: camelotportfolios.com

Every state, with registration dates

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