Investment adviser · CRD 128053
CAMELOTTA ADVISORS
Investment adviser filing (IA)
CAMELOT TECHNOLOGY ADVISORS, INC.
SAN FRANCISCO, CA, United States · Form ADV filed Mar 18, 2026
- Regulatory AUM
- $235M Form ADV · Item 5.F
- Client accounts
- 290 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 39 | $229,367,483 | 97.6% |
| Individuals | 19 | $3,714,945 | 1.6% |
| Retirement plans | Fewer than 5 | $1,272,557 | 0.5% |
| Charities | Fewer than 5 | $592,668 | 0.3% |
| Corporations & businesses | Fewer than 5 | $140 | 0.0% |
Filing source
Form ADV 2076201 · Mar 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
100 BUSH ST., SUITE 511SAN FRANCISCO, CA, 94104, United States
CRD 128053
Filing source
Form ADV 2076201 · Mar 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.