Brian Mahoney
Camelot Wealth Management · Oldsmar, Florida
Brian Mahoney is a fee-only financial advisor at Camelot Wealth Management in Oldsmar, Florida. Brian charges a percentage of assets (a $250,000 asset minimum).
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Facts
| Firm | Camelot Wealth Management |
|---|---|
| Based in | Oldsmar, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $66.3M across 307 accounts |
| SEC registration | Investment adviser representative in FL, LA, TX · CRD 2694964 |
| Exams passed | Series 63 (1996) · Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.camelotwealth.com |
| Profile |
How Brian's firm compares
- Camelot Wealth Management's average account is about $216,000, from its Form ADV (assets managed divided by 307 accounts).
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Questions about Brian
Is Brian Mahoney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Camelot Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets.
How much does Brian charge?
According to Camelot Wealth Management's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Brian Mahoney based?
Brian Mahoney is based in Oldsmar, Florida.
Is Brian Mahoney registered with the SEC?
Yes. Brian Mahoney is registered as an investment adviser representative in FL, LA and TX (CRD 2694964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Camelot Wealth Management manage?
Camelot Wealth Management reports $66.3M across 307 accounts in assets under management.
How do I contact Brian Mahoney?
Through Brian's website, www.camelotwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Camelot Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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