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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- UnisonQuantum
- Established Date
- 08-12-2014
- Office Locations
- 3
Office Locations
About Camelot Wealth Management, LLC
Camelot Wealth Management is a fee-only, independent RIA providing comprehensive financial planning and ongoing asset management for individuals, families, entrepreneurs, and businesses. The firm emphasizes fiduciary, conflict-free advice and builds diversified portfolios focused on asset allocation and risk management, with heavy use of ETFs and mutual funds. Custody is supported through Charles Schwab, aligning with a scalable, planning-led wealth management approach.
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Owner & Executives
BRIAN G MAHONEY
Chief Compliance Officer, Manager, Managing Member
- CRD
- #2694964
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Lincoln Robert Devine
--
- CRD
- #7583282
SHAWN PATRICK MAHONEY
Managing Director
- CRD
- #6337349
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,381,000 | -- |
| Non-Discretionary | $914,000 | -- |
| Total | $66,295,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,295,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,753,278,155 | 24.6% |
| Equity - OTC | $3,071,800,345 | 43.1% |
| Cash | $933,656,253 | 13.1% |
| Public Funds | $1,368,412,220 | 19.2% |
| Total | $7,127,146,973 | 100.0% |