CRD: 285281
Campbell Financial Advisory, LLC
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-17-2016
- Office Locations
- 1
Office Locations
About Campbell Financial Advisory, LLC
Campbell Financial Advisory, LLC is a Benton, AR RIA providing hands-on, deep-dive retirement financial planning for retirees, paired with ongoing investment management. The firm emphasizes asset allocation and risk management, commonly implemented with mutual funds and ETFs alongside fixed income exposure, and coordinates related needs like tax, insurance, and legacy planning. Custody is supported via Altruist.
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID AARON CAMPBELL
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4515306
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,287,641 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,287,641 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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