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- Custodian
- Fidelity/NFS · Folio Investments · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-09-2008
- Office Locations
- 2
Office Locations
About Camelot Portfolios, LLC
Camelot Portfolios (founded 2008) provides advisors with turnkey model portfolios and separately managed strategies spanning capital preservation through alternative-oriented solutions. Its Orchard series targets retirement income and Legends targets long-term total return using an active, fundamental approach, with four risk profiles per series. The team also builds custom portfolios (including option writing), using alternatives, bonds, and derivatives to manage risk and cash flow, and offers advisor support via a dedicated relationship manager and planning/marketing consulting.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DARREN THADDAEUS MUNN
Chief Executive Officer, Managing Member, Owner
- CRD
- #3100611
- Ownership
- 75% or more
FRANK P ECHELMEYER
Chief Compliance Officer
- CRD
- #4444168
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PAUL KRISTIAN HOFFMEISTER
PRINCIPAL
- CRD
- #4712982
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $270,298,533 | $130,264 |
| Non-Discretionary | $1,936,434 | $1,936,434 |
| Total | $272,234,967 | $131,134 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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