Campbell Deegan Wealth Management, LLC
● SEC registered since 2018CRD 293020SEC# 801-112661Richmond, VA
Reg. AUM
$745.1M
Employees
7
Accounts
1,855
Location
Richmond, VA
Campbell Deegan Wealth Management, LLC assets under management
Campbell Deegan Wealth Management, LLC is an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2018. It reports $745.1 million in regulatory assets under management and employs 7 people.
Campbell Deegan Wealth Management, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2017 |
| Sean Colin Campbell Control | Managing Partner, Ceo | Under 5% | 2018 |
| Timothy Ryan Deegan Control | Chief Compliance Officer, Coo | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Campbell Deegan Wealth Management, LLC manage?
Campbell Deegan Wealth Management, LLC reports $745.1 million in regulatory assets under management on its Form ADV.
How many employees does Campbell Deegan Wealth Management, LLC have?
Campbell Deegan Wealth Management, LLC reports 7 employees.
Where is Campbell Deegan Wealth Management, LLC located?
Campbell Deegan Wealth Management, LLC is based in Richmond, VA and has been SEC-registered since 2018.
Does Campbell Deegan Wealth Management, LLC disclose fund performance?
Campbell Deegan Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8730 Stony Point Parkway, Suite 100, Richmond, VA 23235 |
| Phone | 804-913-1114 |
| Fax | 804-913-1119 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$745.1M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$745.1Mregulatory AUM
Discretionary $578.1MNon-discretionary $166.9M