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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-05-2004
- Office Locations
- 1
Office Locations
About Camelotta Advisors
Camelotta Advisors is a San Francisco-based boutique fiduciary RIA delivering highly customized wealth management and financial planning, including specialized planning for physicians and medical practice principals. Founded by ex-Wall Street trader Dana Grigg, the firm applies academically grounded investment techniques and technology-driven portfolio construction to help families grow wealth and support the institutions they care about.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 18, 2026, reported AUM increased 17.0%, from $200.9M to $234.9M.
Across 5 reported observations, AUM increased 29.8% between March 9, 2022 and March 18, 2026, from $181.0M to $234.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 61 clients, or 30.5 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Camelotta Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANA JOE GRIGG
Chief Compliance Officer, President
- CRD
- #4705924
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $234,947,793 | $810,165 |
| Non-Discretionary | $0 | -- |
| Total | $234,947,793 | $810,165 |
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Separately Managed Accounts
SMA allocation detail is available
Camelotta Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
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Camelotta Advisors's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.