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SEC-registered adviser
C•••••••• A•••••••
Legal name C•••••• T••••••••• A•••••••• I•••
Latest filing Mar 18, 2026
First filing on the tape Feb 22, 2012 · 18 filings
SEC status approved since Apr 10, 2017
RAUM
$235M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$233M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$235M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$235M as of Mar 18, 2026
Feb 22, 2012$41.1M then
HNW client RAUM$229M as of Mar 18, 2026
Mar 7, 2018$102M then
State-registered IARs (5.B.3)1 as of Mar 18, 2026
Feb 22, 20120 then
Employees (5.A)2 as of Mar 18, 2026
Mar 7, 20181 then
Private funds: no history
RAUM +17% over the last fiscal year+13% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 18, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $235MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 58derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.9MderivedHNW RAUM over HNW clients
- Average account
- $810,165derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 0.3derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -3.3%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, educational seminarsreportedItem 5.G
- Custody
- $52.7M, 18 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$229M98%
- Individuals$3.7M1.6%
- Pension and profit-sharing plans$1.3M0.5%
- Charitable organizations$592,6680.3%
- Corporations and businesses$1400.0%
- Individual clients
- 19reported
- HNW clients
- 39reported
- Pension plan clients
- 1reported
- Charitable clients
- 1reported
- Accounts
- 290reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $52.7M for 18 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D••• J•• G•••• | San Francisco, Ca | Apr 5, 2004 | 24 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G••••• D•••• J•• · President & Chief Compliance Officercontrolsince 11/2001 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Seattle, WA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 283 to 290Mar 25, 2025 to Mar 18, 2026
- Corporate clients · 2 to 1Mar 25, 2025 to Mar 18, 2026
- HNW clients · 38 to 39Mar 25, 2025 to Mar 18, 2026
- Individual clients · 22 to 19Mar 25, 2025 to Mar 18, 2026
- Assets in custody · $27.6M to $52.7MMar 25, 2025 to Mar 18, 2026
- Financial planning clients · 11-25 to 1-10Mar 25, 2025 to Mar 18, 2026
- Discretionary RAUM · $201M to $235MMar 25, 2025 to Mar 18, 2026
- HNW RAUM · $195M to $229MMar 25, 2025 to Mar 18, 2026
- Individual RAUM · $4.5M to $3.7MMar 25, 2025 to Mar 18, 2026
- Pension RAUM · $780,437 to $1.3MMar 25, 2025 to Mar 18, 2026
- RAUM · $201M to $235MMar 25, 2025 to Mar 18, 2026
- Accounts · 292 to 283May 9, 2024 to Mar 25, 2025
- Corporate clients · 1 to 2May 9, 2024 to Mar 25, 2025
- HNW clients · 41 to 38May 9, 2024 to Mar 25, 2025
- Individual clients · 23 to 22May 9, 2024 to Mar 25, 2025
- Assets in custody · $27.0M to $27.6MMay 9, 2024 to Mar 25, 2025
- Financial planning clients · 11-25 to 11-25May 9, 2024 to Mar 25, 2025
- Discretionary RAUM · $180M to $201MMay 9, 2024 to Mar 25, 2025
- HNW RAUM · $172M to $195MMay 9, 2024 to Mar 25, 2025
- Individual RAUM · $4.9M to $4.5MMay 9, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $1.0M to $0May 9, 2024 to Mar 25, 2025
- Pension RAUM · $3.8M to $780,437May 9, 2024 to Mar 25, 2025
- RAUM · $181M to $201MMay 9, 2024 to Mar 25, 2025
- Accounts · 257 to 292Mar 24, 2023 to Mar 29, 2024
- Corporate clients · 2 to 1Mar 24, 2023 to Mar 29, 2024
- HNW clients · 29 to 41Mar 24, 2023 to Mar 29, 2024
- Individual clients · 22 to 23Mar 24, 2023 to Mar 29, 2024
- Pension plan clients · 2 to 1Mar 24, 2023 to Mar 29, 2024
- Assets in custody · $28.5M to $27.0MMar 24, 2023 to Mar 29, 2024
- Financial planning clients · 1-10 to 11-25Mar 24, 2023 to Mar 29, 2024
- Discretionary RAUM · $162M to $180MMar 24, 2023 to Mar 29, 2024
- HNW RAUM · $140M to $172MMar 24, 2023 to Mar 29, 2024
- Individual RAUM · $6.7M to $4.9MMar 24, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $2.8M to $1.0MMar 24, 2023 to Mar 29, 2024
- Pension RAUM · $16.4M to $3.8MMar 24, 2023 to Mar 29, 2024
- RAUM · $165M to $181MMar 24, 2023 to Mar 29, 2024
- Accounts · 244 to 257Mar 9, 2022 to Mar 24, 2023
- Advisory activities · 4 to 5Mar 9, 2022 to Mar 24, 2023
- Corporate clients · unset to 2.0Mar 9, 2022 to Mar 24, 2023
- HNW clients · 31 to 29Mar 9, 2022 to Mar 24, 2023
Signals
1 dated events
- C•••••••• A••••••• filed its initial SEC registration (Form ADV)Mar 31, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@camelotta.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 415-806-3641reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 877-369-4477reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/camelotta-advisorsreportedpublic record, Form ADV, Sep 21, 2026
- Website
- C••••••••.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 415-806-3641reportedpublic record, Form ADV, Mar 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $235Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026