This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Element matrixHarbor signal
- Established Date
- 03-26-2018
- Office Locations
- 1
Office Locations
About Campbell Deegan Financial
Campbell Deegan Financial is a Richmond, VA wealth management firm serving individuals and families with a highly personalized, team-based approach. They combine in-depth financial and wealth planning with customized portfolio management aimed at helping clients protect and grow multigenerational legacies. Investment implementation commonly uses funds and ETFs, with alternatives considered when appropriate, and is supported by custodians such as Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SEAN COLIN CAMPBELL
Chief Executive Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #3130454
- Ownership
- Less than 5%
TIMOTHY RYAN DEEGAN JR
Chief Compliance Officer, Chief Operating Officer
- CRD
- #5898309
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Andrew Stuart Blain
Wealth Advisor
- CRD
- #6854535
MARY GORDON SEAY
Vice President
- CRD
- #6270392
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $578,145,172 | $373,479 |
| Non-Discretionary | $166,905,661 | $543,667 |
| Total | $745,050,833 | $401,645 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $745,050,833
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $896,223,440 | 14.2% |
| Equity - Exchange | $378,685,961 | 6.0% |
| Cash | $1,041,386,392 | 16.5% |
| Corporate - Investment Grade | $467,046,018 | 7.4% |
| Derivatives | $441,800,287 | 7.0% |
| Municipal Bonds | $1,230,729,372 | 19.5% |
| Private Funds | $1,199,172,209 | 19.0% |
| U.S. Government/Agency | $656,388,998 | 10.4% |
| Total | $6,311,432,677 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER CREST | DELTA MERIDIAN | 7Y2DFQ1BR | DLVR | 3.98% | $111,801,885 |
| BEACON OPTIMA QUANTUM | VALUE FOCUS | 1NNXDD89D | CTFCG | 8.47% | $43,548,602 |
| GLACIER PIONEER VECTOR | HARBOR VECTOR | 51LYYP3QE | ANRG | 8.01% | $6,752,338 |
| SIGNAL VECTOR | BEACON OAK | CRSH8PN5I | QSH | 7.54% | $35,166,925 |
| CREST VERTEX BRIDGE | RADIAL CAPITAL | TV29AEFAR | STOVF | 11.02% | $80,624,042 |
| BEACON FOCUS | FOCUS HARBOR | HU6AMQ9N1 | ZKJG | 4.63% | $51,134,469 |
| CREST PATHWAY FOCUS | VERTEX VERTEX | U8605C2BD | CUMQL | 11.56% | $59,211,620 |
| VITAL CATALYST TIMBER | ATLAS ALPHA | CEOOAG2G8 | XRWY | 12.26% | $21,564,920 |