CAMPBELL ADVISORY SERVICES, LLC

Overview

Campbell Advisory Services, LLC is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers when specialized exposure is required. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee structures. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser, suggesting a regional client focus. Investment activity is centered on pooled public vehicles—primarily mutual funds—with a material allocation to third-party real estate managers for alternative exposure. The adviser’s structure and the small client roster point to highly customized service for a limited number of high-net-worth clients, including multi-account servicing across taxable, retirement, and trust-type accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices