CAMPBELL FINANCIAL PARTNERS, LLC

Overview

Campbell Financial Partners, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2018. The firm is individually owned and focuses on serving individuals and families, offering financial planning and portfolio management tailored to individuals and small businesses. Its compensation mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, reflecting a hybrid advisory model. The firm does not position itself as an ESG-focused allocator and is not described as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives