Campbell Financial Advisory, LLC

Overview

Campbell Financial Advisory, LLC is a small independent registered investment adviser focused on individual and family clients. The firm manages a compact book of business and operates as an insurance broker in addition to offering advisory services. Its advisory offering spans financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars and workshops. Investment activity leans toward pooled vehicles rather than direct-stock strategies. The firm acts as a capital allocator within client portfolios and shows a clear preference for public funds and mutual funds as the primary implementation vehicle. Campbell Financial Advisory also allocates to third‑party alternative managers in categories that include real estate, commodities and oil & gas, which suggests willingness to add non‑correlated exposures when appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices