CAMPBELL WILLIAMS, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
142243
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Portfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Campbell Williams, Inc. is organized as a corporation and appears to operate as a small, individually owned advisory practice focused on managed portfolios for private clients and small businesses. The firm charges fees in multiple formats — a percentage of assets under management, hourly rates, and fixed fees — and lists portfolio management, pension consulting services, and educational seminars/workshops among its advisory activities. It does not identify itself as an active ESG investor and is not classified as a multi-state adviser in the snapshot data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • HADLEY WILLIAMS

    President, Chief Executive OfficerCRD 2860777

Contacts

1 of 1
  • Pedro Ortiz Vandergrift

    Investment ConsultantCRD 6790679

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1 Alhambra Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth