Camelot Portfolios, LLC

Camelot Portfolios, LLC (CRD# 145918) is a financial advisory firm headquartered in Maumee, OH. They manage $391,106,151 in 4,817 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    391
    MILLION
  • Total Number of Accounts
    4,817
    ACCOUNTS
  • Average Account Value
    $81,193
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, CA, CT, FL, IL, IN, MA, MI, NC, NY, OH, PA, TN, TX, WI

Financial Advisors at Camelot Portfolios, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Darren T. Munn
CRD#: 3100611
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
96
Wealthminder
score

Darren Munn (CRD# 3100611) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 19 years of experience in the finance industry.

2
Sarah J. Berndt
CRD#: 1264410
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
93
Wealthminder
score

Sarah Berndt (CRD# 1264410) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 33 years of experience in the finance industry.

3
Frank P. Echelmeyer
CRD#: 4444168
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
93
Wealthminder
score

Frank Echelmeyer (CRD# 4444168) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 16 years of experience in the finance industry.

4
Paul K. Hoffmeister
CRD#: 4712982
Wilmette, IL
93
Wealthminder
score

Paul Hoffmeister (CRD# 4712982) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Wilmette, IL and has over 10 years of experience in the finance industry.

5
Matthew E. Moses
CRD#: 5836241
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
93
Wealthminder
score

Matthew Moses (CRD# 5836241) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 6 years of experience in the finance industry.

6
Laura L. Noble
CRD#: 4156749
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
93
Wealthminder
score

Laura Noble (CRD# 4156749) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 9 years of experience in the finance industry.

7
James P. Ruyle
CRD#: 5011531
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
93
Wealthminder
score

James Ruyle (CRD# 5011531) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 8 years of experience in the finance industry.

8
Ryan D. Zeeb
CRD#: 5969856
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
93
Wealthminder
score

Ryan Zeeb (CRD# 5969856) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 6 years of experience in the finance industry.

9
Andrew J. Steinman
CRD#: 6421348
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
89
Wealthminder
score

Andrew Steinman (CRD# 6421348) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 2 years of experience in the finance industry.

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