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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 16, 2019
    • $434.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $115.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Darren Thaddaeus Munn
August 2010
Steven Richard Prew
August 2018
Laura Lee Noble
December 2012
Matthew Edward Moses
September 2011
Andrew Jacob Steinman
May 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Camelot Advisors, LLC IAR $156,369,702
    Camelot Funds, LLC IAR $48,736,991
    Munn Wealth Management, LLC IAR $207,179,888

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Darren Thaddaeus Munn Ceo/Managing Member January, 2006 75% or more
      Ashleigh Cooper Swayze Chief Compliance Officer March, 2016 less than 5%
      Matthew Edward Moses President December, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Performance-Based Fees