PH
Paul K. Hoffmeister
CAMELOT PORTFOLIOS
Wilmette, IL
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CRD#: 4712982
PH
Professional summary
Paul Kristian Hoffmeister is a registered financial advisor currently at CAMELOT PORTFOLIOS, LLC located in Wilmette, Illinois.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Paul has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) PKH Group LLC; Investment related: No; Location: 1531 Lake Avenue Wilmette IL 60091 United States; Description: Related to sales of CMMS software.; Position Title: President; Responsibilities Duties: Previous work related to sales of CMMS software.; Start date: 2021-07-06; Hours per month during trading hours: 0; Hours per month outside trading hours: 0. 2) Camelot Event-Driven Advisors; Investment related: Yes; Location: 1700 Woodlands Drive Maumee OH 43537 United States; Description: Camelot Event-Driven Advisors.; Position Title: Managing Member; Responsibilities Duties: Portfolio manager, managing member; Start date: 2018-01-01; Hours per month during trading hours: 30; Hours per month outside trading hours: 10. 3) KHA Capital; Investment related: yes; Location: 1700 Woodlands Drive Maumee OH 43537 United States; Position Title: Portfolio Manager; Responsibilities & Duties: Portfolio manager, managing member; Start date: 2021-01-01; Hours per month during trading hours: 6; Hours per month outside trading hours: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Kristian Hoffmeister's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 28, 2017 - Present
CAMELOT PORTFOLIOS, LLC
RIA
CRD#: 145918
Wilmette, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CAMELOT PORTFOLIOS, LLC
CAMELOT PORTFOLIOS, LLC | MUNN WEALTH MANAGEMENT, LLC | MUNN WEALTH MANAGEMENT | MUNN WEALTH ADVISORS
CRD#: 145918 / SEC#: 801-70932
RIA
Registered Investment Advisory firm - (1/4/2010 Approved)Ohio
Registered Investment Advisory firm - (1/6/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (1/6/2010 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(12/5/2017)
IAR
Ohio(11/28/2017)
Current Firm
CP
CAMELOT PORTFOLIOS, LLC
CAMELOT PORTFOLIOS, LLC | MUNN WEALTH MANAGEMENT, LLC | MUNN WEALTH MANAGEMENT | MUNN WEALTH ADVISORS
CRD#: 145918 / SEC#: 801-70932
RIA
Registered Investment Advisory firm - (1/4/2010 Approved)Ohio
Registered Investment Advisory firm - (1/6/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (1/6/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1700 Woodlands Dr Suite 100, Maumee, OH 43537
Mailing Address
Phone number
(419) 794-0538
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,651 |
| AUM (Assets Under Management) | $ 295,347,602 |
Red Flags
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