Overview
Assets Under Management: $654 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 184
Average Client Assets: $3 million
Frequently Asked Questions
CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #293020), CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC is headquartered in RICHMOND, VA.
CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC serves 184 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC manages $654 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,760
Discretionary Accounts: 1,561
Non-Discretionary Accounts: 199
Regulatory Filings
CRD Number: 293020
Filing ID: 1932249
Last Filing Date: 2025-03-20 08:40:00
Website: https://cdfva.com