Campbell & Associates

Overview

Campbell & Associates is an independent, individually owned Registered Investment Adviser that functions as a capital allocator for both individual/family and institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with the selection of third‑party advisers, indicating a mix of direct portfolio management and sub‑advisory relationships. It lists accounting among its business activities and charges fees as a percentage of assets under management as well as on an hourly basis. The firm does not identify itself as an active ESG investor and is not organized as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices