CAMPBELL & ASSOCIATES

Overview

Campbell & Associates is an independent registered investment adviser that works primarily with individuals, families and a limited number of institutional or small-business clients. The firm operates as a capital allocator and focuses on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers when specialized management is appropriate. Its fee model includes both a percentage-of-assets arrangement and hourly charges, and the firm's background includes accounting services that inform its advisory approach. Investment activity is concentrated in publicly traded equities, with a stated preference for exchange-traded instruments. The adviser reports a non-discretionary relationship model across its client base, meaning recommendations and allocations are implemented with client approval rather than at the firm’s sole discretion. Campbell & Associates is not flagged as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices