The Camelot Team

Camelot's Mission Statement

God has called us to serve and to be stewards of the financial resources and relationships entrusted to us.  If we serve with excellence and love, we will become a beacon, which will naturally draw more advisors and clients to us. Most fulfilling is the influence and impact we can have on individuals’ lives, through relationships and in our giving.  Ultimately, we are called to build the Kingdom & Camelot is simply the platform God has provided for us to fulfill this calling.

The OneAscent Team

As part of our strategic plan to streamline Camelot and enhance our focus on investment management, our Operations Team (Matt and Jennifer) has transitioned to OneAscent Financial Services. OneAscent is an RIA based in Birmingham, AL which we helped launch several years ago and for whom we have provided operational services and investment management since their launch. This part of our plan began with the formation of Atlantis and the opportunity to team up with OneAscent allows us to optimize the utilization of our highly skilled Operations team while creating additional economies of scale and back-ups for the various roles.