Camelot Advisors, LLC

Camelot Advisors, LLC (CRD# 169956) is a financial advisory firm headquartered in Maumee, OH. They manage $54,026,603 in 388 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    388
    ACCOUNTS
  • Average Account Value
    $139,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, IN, MO, OH, SC

Financial Advisors at Camelot Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
John R. Burch
CRD#: 5284687
Helena, AL
96
Wealthminder
score

John Burch (CRD# 5284687) is an Investment Advisor Representative working at Camelot Advisors, LLC in Helena, AL and has over 10 years of experience in the finance industry. John Burch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Todd R. Rhine
CRD#: 2384366
7 Finch Street, Hilton Head Island, SC 29926
96
Wealthminder
score

Todd Rhine (CRD# 2384366) is an Investment Advisor Representative working at Camelot Advisors, LLC in Hilton Head Island, SC and has over 24 years of experience in the finance industry. Todd Rhine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gloria J. Sheline
CRD#: 4480575
1700 Woodlands Dr., Suite 100, Maumee, OH 43537
96
Wealthminder
score

Gloria Sheline (CRD# 4480575) is an Investment Advisor Representative working at Camelot Advisors, LLC in Maumee, OH and has over 14 years of experience in the finance industry. Gloria Sheline has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gregory K. Davis
CRD#: 5388041
800 W. 47th Street, Suite 709, Kansas City, MO 64112
93
Wealthminder
score

Gregory Davis (CRD# 5388041) is an Investment Advisor Representative working at Camelot Advisors, LLC in Kansas City, MO and has over 10 years of experience in the finance industry.

5
Richard L. Horner
CRD#: 2210682
2300 Middlebury St., Elkhart, IN 46516
83
Wealthminder
score

Richard Horner (CRD# 2210682) is an Investment Advisor Representative working at Camelot Advisors, LLC in Elkhart, IN and has over 25 years of experience in the finance industry.

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