Campbell Wealth Advisors, LLC

Overview

Campbell Wealth Advisors, LLC is an individually owned limited liability company that provides financial planning and manager-selection services. The firm is state-registered in Florida and Minnesota and operates on a mix of percentage-of-assets and fixed-fee engagements. It identifies as a capital allocator, which indicates a focus on selecting and placing client capital with outside managers rather than running a large in‑house investment platform. The firm maintains an affiliation with an insurance company, which may influence product access or distribution relationships. Campbell Wealth Advisors does not identify as an active ESG investor in the available data.

Investments & Alternatives