$234.9M Total AUM
$234.9M Disc. AUM
13.0% 3Y CAGR
2 Employees
61 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Bridge deltaFocus
- Established Date
- 04-05-2004
- Office Locations
- 1
Office Locations
100 Bush St. Suite 511 SAN Francisco CA
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.
Team overview
53 AVG AGE
$117.5M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
22.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
North Prime meridian Ember atlas Harbor pathway Momentum Bridge Pathway
Client Personas
Harbor peak Timber Vital matrix
CRM
North
Custodian
Peak Harbor horizon Fusion signal Radial Glacier
Investment Themes
Radial legacy Frontier
Investment Vehicles
Quantum value Wave ember
Platform
Capital Ember
Services
North Legacy Pathway Catalyst Zenith momentum Beacon insight Optima signal Oak delta Pathway Prime north
Technology
Vertex atlas Element
Owner & Executives
D
DANA JOE GRIGG
Chief Compliance Officer, President
- CRD
- #4705924
- Ownership
- 75% or more
(307) 586-8095
wave.insight@insightcapital.com
in linkedin.com/in/glacier-beacon
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $234,947,793
Equity - Exchange:
8.0% Public Funds:
5.2% U.S. Government/Agency:
20.1% Municipal Bonds:
6.9% Corporate - Investment Grade:
20.0% Cash:
18.2% Derivatives:
21.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $209,895,484 | 8.0% |
| Public Funds | $136,432,064 | 5.2% |
| U.S. Government/Agency | $527,362,403 | 20.1% |
| Municipal Bonds | $181,034,855 | 6.9% |
| Corporate - Investment Grade | $524,738,709 | 20.0% |
| Cash | $477,512,226 | 18.2% |
| Derivatives | $566,717,806 | 21.6% |
| Total | $2,623,693,547 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY CAPITAL | HORIZON WAVE | HW5EEN7CT | IKIUE | 9.79% | $39,055,570 |
| ATLAS FUSION OPTIMA | FUSION VERTEX | 7IFODA795 | NUYW | 2.46% | $68,642,710 |
| OAK CREST PIONEER | RADIAL FUSION | EDKWM1GJZ | KXCU | 7.88% | $71,892,109 |
| OPTIMA FOCUS UNISON | CREST CAPITAL | 9TX9U8OS8 | ATQ | 12.36% | $61,747,865 |
| VITAL EMBER MOMENTUM | PATHWAY MATRIX | AWX9OVYAC | VLTP | 12.03% | $35,487,754 |
| FRONTIER FOCUS OPTIMA | ELEMENT CREST | Z8AFCS09H | PXZSX | 1.86% | $59,174,687 |
| MATRIX RADIAL VERTEX | BEACON ATLAS | R12UQB6FP | OHI | 9.62% | $70,812,306 |
| LEGACY NORTH | ELEMENT LEGACY | P1R7BD8RA | GSACQ | 8.52% | $86,494,226 |