CAMPBELL DEEGAN FINANCIAL
CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC Legal Name
Adviser information for CAMPBELL DEEGAN FINANCIAL last updated from Form ADV on March 28th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| 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 | 1,337 | $391.4M |
| Non-Discretionary | 274 | $173.6M |
| Total | 1,611 | $565.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 548 | $135.4M |
| HNW Individuals | 169 | $428.0M |
| 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 | 0 | $0 |
| 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 | <5 | $1.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesCREDIT AND CASH MANAGEMENT SOLUTIONS |
|---|---|
| Compensation | % of AUMFixed feesREVENUE SHARING WITH AFFILIATE FOCUS TREASURY & CREDIT SOLUTIONS |
| Other Business Activities | CREDIT AND CASH MANAGEMENT SOLUTIONS |
Identifiers
| SEC RIA File Number | 801-112661 |
|---|---|
| SEC ERA File Number | 801-112661 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 293020 |
| Legal Entity Identifier | None |
Principal Office
8730 STONY POINT PARKWAYSUITE 100
RICHMOND
VA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 804-913-1114, Fax: 804-913-1119
Chief Compliance Officer
TIMOTHY R. DEEGAN
COO
8730 STONY POINT PKWY
SUITE 100
RICHMOND
VA
United States
Tel:
804-913-1114
Fax:
804-913-1119
T******@********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 |
|---|---|---|---|---|---|
| FOCUS OPERATING, LLC | Domestic Entity | – | MEMBER (MANAGER) | 07/2017 | > 75% |
| CAMPBELL, SEAN, COLIN | Individual | – | MANAGING PARTNER, CEO | 02/2018 | < 5% |
| DEEGAN, TIMOTHY, RYAN | Individual | – | CHIEF COMPLIANCE OFFICER, COO | 02/2018 | < 5% |
| FOCUS FINANCIAL PARTNERS, LLC | Domestic Entity | FOCUS OPERATING, LLC | MEMBER | 01/2007 | > 75% |
| FOCUS FINANCIAL PARTNERS INC. | Domestic Entity | FOCUS FINANCIAL PARTNERS, LLC | MANAGING MEMBER | 07/2018 | > 75% |
| FERDINAND FFP ACQUISITION, LLC | Domestic Entity | FOCUS FINANCIAL PARTNERS INC. | SHAREHOLDER, CLASS A COMMON STOCK | 08/2023 | > 75% |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Domestic Entity | FOCUS FINANCIAL PARTNERS INC. | SHAREHOLDER, CLASS B COMMON STOCK | 08/2023 | > 75% |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Domestic Entity | FERDINAND FFP ACQUISITION, LLC | MEMBER | 08/2023 | > 75% |
| FERDINAND FFP PARENT, INC. | Domestic Entity | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | MEMBER | 08/2023 | > 75% |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Domestic Entity | FERDINAND FFP PARENT, INC. | SHAREHOLDER | 08/2023 | > 75% |
| CD&R FERDINAND HOLDINGS, L.P. | Domestic Entity | FERDINAND FFP ULTIMATE HOLDINGS, LP | PARTNER | 08/2023 | 50-75% |
| CD&R FERDINAND CO-INVESTOR, L.P. | Foreign Entity | CD&R FERDINAND HOLDINGS, L.P. | PARTNER | 08/2023 | 25-50% |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | Foreign Entity | CD&R FERDINAND HOLDINGS, L.P. | PARTNER | 08/2023 | 50-75% |