AdFi
CA

CAMELOTTA ADVISORS

SEC Registered

Tailored personalized financial advice and wealth preservation for individuals experiencing a divorce

SAN FRANCISCO, CAhttps://divorceanalysis.com415-806-3641
Assets Under Management
$100M–$500M
Year Founded
2001
Employees
2
Office Locations
2 offices
Total Accounts
290

About the firm

Divorce Analysis provides financial advice and analysis to individuals going through divorce, helping them evaluate financial tradeoffs, manage wealth, and achieve fairer settlements. The firm was started after its founder identified a lack of good fiduciary financial advice during the divorce process. With nearly 20 years of experience, the firm delivers financial ideas and analysis to support clients through complex divorce situations.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Areas of expertise

Divorce Financial PlanningWealth PreservationForensic AccountingHidden AssetsBusiness ValuationStock Option ValuationSpousal SupportAsset DivisionPrenuptial Agreement EvaluationInternational Divorce

Services

Financial advice and wealth preservation during divorce, including evaluating financial tradeoffs in asset division settlements, valuing family businesses, tracing inheritances, evaluating prenuptial agreements, valuing stock options and incentive pay, finding hidden assets with forensic accounting, establishing or modifying support, managing international divorce, and planning post-divorce standard of living

Who they serve

Individuals experiencing a divorce, particularly families with $500,000 or more in net worth

Client segmentClientsAssets managed
Individuals (Non-HNW)19$3.7M
High Net Worth Individuals39$229M
Charitable Organizations1$1.3M
State/Municipal Entities1

0 total clients reported on Form ADV.

Leadership

Dana Joe Grigg
PRESIDENT & CHIEF COMPLIANCE OFFICER

Office locations

2 offices in 2 states
CA
SAN FRANCISCOHQ
WA
SEATTLE

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#128053
SEC Number
801-110358
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $3,000,000 (waivable)

Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAMELOTTA ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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CAMELOTTA ADVISORS in SAN FRANCISCO, CA | AdvisorFinder