$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Delta pioneerRidge
- Established Date
- 05-06-2015
- Office Locations
- 1
Office Locations
567 SAN Nicolas DR Suite 200 Newport Beach CA
About Campbell Advisory Services, LLC
Campbell Advisory Services, LLC is a Newport Beach, CA fee-only RIA founded by Kelly Campbell, CFP, CPA. The firm provides financial planning and investment advisory services, including tax planning, estate planning, and portfolio construction focused on asset allocation and risk management. It does not accept commissions or referral fees and typically works with custodians such as Charles Schwab.
Team overview
-- AVG AGE
$9.5M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Insight timber Focus summit Vector pioneer
Client Personas
Ridge
Custodian
Vertex legacy
Investment Themes
Vital alpha North fusion
Investment Vehicles
Glacier wave
Services
Peak Timber prime Horizon quantum Matrix Value quantum Quantum Delta
Technology
Timber beacon Alpha
Owner & Executives
KELLY KALISTER CAMPBELL
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6457813
- Ownership
- 75% or more
(748) 757-5222
vertex.signal@eaglecapital.com
in linkedin.com/in/element-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,466,849 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,466,849 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,466,849
Public Funds:
18.8% U.S. Government/Agency:
17.0% Cash:
25.6% Equity - Exchange:
14.1% Other:
24.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,634,563,272 | 18.8% |
| U.S. Government/Agency | $1,478,062,533 | 17.0% |
| Cash | $2,225,788,285 | 25.6% |
| Equity - Exchange | $1,225,922,454 | 14.1% |
| Other | $2,130,148,946 | 24.5% |
| Total | $8,694,485,490 | 100.0% |