Ceo/managing Member · Camelot Portfolios, LLC
Darren T. Munn
CRD 3100611 · Named on Form ADV at 4 SEC-registered advisers
At a glance
Camelot Portfolios, LLC, an SEC-registered wealth manager based in Maumee, OH with $272 million in regulatory assets, lists Darren T. Munn on its Form ADV as Ceo/managing Member, a control person. The SEC filings also name Darren at 3 other registered advisers.
Firms and roles
- Camelot Portfolios, LLCCeo/managing MemberWealth manager · Maumee, OH · $272M in regulatory assets
- Atlantis Wealth Advisors LLCCeo/managing MemberWealth manager · Maumee, OH · $150M in regulatory assets
- Munn Wealth Management, LLCOwnerWealth manager · Maumee, OH · $242M in regulatory assets
- Camelot Event-Driven Advisors, LLCMemberAsset manager · Maumee, OH · $108M in regulatory assets
AtlasMembers
Darren’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 4 firmsLocked
- Control-person status
- 4 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Frank P EchelmeyerChief Compliance Officer, Camelot Portfolios, LLC
- David E. MunnPresident, Munn Wealth Management, LLC
- Daniel J. AchesonVice President, Munn Wealth Management, LLC
- Ashleigh C. SwayzeCCO, Camelot Event-Driven Advisors, LLC
- Paul K. HoffmeisterPrincipal, Camelot Event-Driven Advisors, LLC
1 more person named with Darren on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Darren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.