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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-07-2007
- Office Locations
- 2
Office Locations
About Campbell Financial Partners, LLC
Campbell Financial Partners is a fee-only RIA providing independent, objective financial advice, financial planning, and investment management for retail and institutional clients. The team helps clients assess their current position, set short- and long-term goals, and build portfolios using diversified public funds (including ETFs and mutual funds). Custody includes Altruist, and the firm does not take commissions or referral fees.
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Investment Themes
Investment Vehicles
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Owner & Executives
KATHLEEN N CAMPBELL
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #5277659
- Ownership
- 50% but less than 75%
JAMES HENRY MOORE
VICE PRESIDENT
- CRD
- #4165738
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,899,878 | $389,567 |
| Non-Discretionary | $4,835,797 | $345,414 |
| Total | $202,735,675 | $388,383 |
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Separately Managed Accounts
Total SMA Asset: $202,735,675
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $777,138,973 | 13.0% |
| Equity - Exchange | $2,229,791,053 | 37.3% |
| Private Funds | $2,205,879,085 | 36.9% |
| Cash | $765,182,988 | 12.8% |
| Total | $5,977,992,099 | 100.0% |