Overview
Assets Under Management: $176 million
Headquarters: FORT MYERS, FL
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Frequently Asked Questions
CAMPBELL FINANCIAL PARTNERS, 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 #142889), CAMPBELL FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
CAMPBELL FINANCIAL PARTNERS, LLC is headquartered in FORT MYERS, FL.
CAMPBELL FINANCIAL PARTNERS, LLC serves 54 high-net-worth clients according to their SEC filing dated November 06, 2025. View client details ↓
According to their SEC Form ADV, CAMPBELL FINANCIAL PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CAMPBELL FINANCIAL PARTNERS, LLC manages $176 million in client assets according to their SEC filing dated November 06, 2025.
According to their SEC Form ADV, CAMPBELL FINANCIAL PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.54
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 494
Discretionary Accounts: 494
Regulatory Filings
CRD Number: 142889
Filing ID: 2025372
Last Filing Date: 2025-11-06 15:50:53
Website: 2