Frank P Echelmeyer
Investment adviser representative at Camelot Portfolios, LLC
10 yearsExperience
1 stateRegistered in
$272.2MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Camelot Portfolios, LLCJul 2015 to now
- Atlantis Wealth Advisors, LLCSep 2017 to Dec 2023
- Realta Equities, Inc.Jul 2017 to Jul 2025
- Purshe Kaplan Sterling InvestmentsOct 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (OH).
Camelot Portfolios, LLC
$272.2MAssets managed
791Clients
2Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4444168
- Firm CRD
- 145918