Campbell & Company Wealth Management, LLC

RIASEC Registered

Total AUM

$10

Discretionary

$10

100% of AUM

Avg account

$10

Accounts

Employees

Advisory reps

Firm details

Headquarters: Spring Hill, Florida
CRD number: 341303
Website: www.mycampbellandco.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Campbell & Company Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm provides comprehensive financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator by selecting and overseeing other advisers. Its fee model combines a percentage-of-AUM charge with hourly billing. The firm is not identified as an active ESG investor and is not listed as a multi-state or pension consultant adviser. Industry affiliations include relationships with accounting and insurance firms.