Overview
Assets Under Management: $1.0 billion
Headquarters: ALEXANDRIA, VA
High-Net-Worth Clients: 392
Average Client Assets: $2 million
Frequently Asked Questions
CAMPBELL WEALTH MANAGEMENT, INC. 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 #152956), CAMPBELL WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CAMPBELL WEALTH MANAGEMENT, INC. is headquartered in ALEXANDRIA, VA.
CAMPBELL WEALTH MANAGEMENT, INC. serves 392 high-net-worth clients according to their SEC filing dated December 20, 2024. View client details ↓
According to their SEC Form ADV, CAMPBELL WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CAMPBELL WEALTH MANAGEMENT, INC. manages $1.0 billion in client assets according to their SEC filing dated December 20, 2024.
According to their SEC Form ADV, CAMPBELL WEALTH MANAGEMENT, INC. 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 392
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,921
Discretionary Accounts: 1,921
Regulatory Filings
CRD Number: 152956
Last Filing Date: 2024-12-20 00:00:00
Website: https://campbellwealth.com