Camelot Portfolios, LLC

Camelot Portfolios, LLC (CRD# 145918) is a financial advisory firm headquartered in Maumee, OH. They manage $361,423,799 in 4,230 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    361
    MILLION
  • Total Number of Accounts
    4,230
    ACCOUNTS
  • Average Account Value
    $85,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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 businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • 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, 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 18 years of experience in the finance industry.

2
David E. Munn
CRD#: 5707262
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
96
Wealthminder
score

David Munn (CRD# 5707262) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 7 years of experience in the finance industry. David Munn 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
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 31 years of experience in the finance industry.

4
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 15 years of experience in the finance industry.

5
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 8 years of experience in the finance industry.

6
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 6 years of experience in the finance industry.

7
Matthew E. Moses
CRD#: 5836241
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
90
Wealthminder
score

Matthew Moses (CRD# 5836241) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 5 years of experience in the finance industry.

8
Ryan D. Zeeb
CRD#: 5969856
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
90
Wealthminder
score

Ryan Zeeb (CRD# 5969856) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 5 years of experience in the finance industry.

9
Andrew J. Steinman
CRD#: 6421348
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
87
Wealthminder
score

Andrew Steinman (CRD# 6421348) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has 1 year of experience in the finance industry.

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