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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-2019
- Office Locations
- 1
Office Locations
About Campos Financial
Campos Financial is a Miami-based RIA specializing in holistic planning for the “sandwich generation” balancing children and aging parents—covering college savings, retirement accounts, and long-term care decisions. The firm offers modular or comprehensive financial plans plus ongoing discretionary portfolio management focused on account selection and asset allocation, with ETF-centric implementations. Clients access planning via a RightCapital portal.
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Investment Themes
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Owner & Executives
STEPHANIE NICHOLE CAMPOS
Founder
- CRD
- #4858734
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,906,074 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,906,074 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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