$11.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
12 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-25-1998
- Office Locations
- 1
Office Locations
201 Avenue G, S.w. Winter Haven FL
About Campbell & Associates
Campbell & Associates, P.A., C.P.A.'s is a Winter Haven, FL full-service accounting firm serving business owners, executives, and independent professionals, with tax planning alongside financial planning and asset management. Public filings indicate portfolios implemented primarily with ETFs and public funds, with custody support including Fidelity/NFS—useful for ETF and model distribution alignment.
Team overview
58 AVG AGE
$5.7M AVG AUM / ADVISOR
$943.9K AVG AUM / CLIENT
28.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KAREN PREMUTO
Vice President
- CRD
- #2987737
- Ownership
- 50% but less than 75%
Available
Available
Available
R
ROBERT T CAMPBELL
President
- CRD
- #2987739
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,326,837 | -- |
| Total | $11,326,837 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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