CAMPBELL FINANCIAL PARTNERS, LLC
Adviser information for CAMPBELL FINANCIAL PARTNERS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 478 | $166.1M |
| Non-Discretionary | 0 | $0 |
| Total | 478 | $166.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 71 | $29.6M |
| HNW Individuals | 50 | $136.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $66,995 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-112579 |
|---|---|
| SEC ERA File Number | 801-112579 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 142889 |
| Legal Entity Identifier | None |
Principal Office
17595 S. TAMIAMI TRAILSUITE 220
FORT MYERS
FL
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: 239-454-5333, Fax: 877-395-8616
Chief Compliance Officer
KATHLEEN CAMPBELL
PRESIDENT
17595 S. TAMIAMI TRAIL
SUITE 220
FORT MYERS
FL
United States
Tel:
239-454-5333
Fax:
877-395-8616
K*@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CAMPBELL, KATHLEEN, N | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | 12/2006 | > 75% |
| MOORE, JAMES, HENRY | Individual | – | VICE PRESIDENT | 01/2024 | 10-25% |