CAMPBELL DEEGAN FINANCIAL

RIASEC RegisteredEst. 2018

Total AUM

$745M

Discretionary

$578M

78% of AUM

Avg account

$402K

Accounts

1,855

Employees

Advisory reps

Firm details

Headquarters: RICHMOND, Virginia
CRD number: 293020
Registered since: March 26, 2018
Website: www.cdfva.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI76.33%
Individuals23.37%
Corporations / Businesses0.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Campbell Deegan Financial is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves a mix of individuals, families and institutional clients, offering financial planning and portfolio management across households, small businesses and larger business or institutional mandates. Fee arrangements combine a percentage of assets under management with fixed fees. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser. Advisory services listed on regulatory filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm's affiliations span broker-dealer, accounting, insurance and other professional relationships that suggest a range of referral and service connections beyond core advisory work.