Campbell Financial Partners, LLC
● SEC registered since 2018CRD 142889SEC# 801-112579Fort Myers, FL
Reg. AUM
$202.7M
Employees
2
Accounts
522
Location
Fort Myers, FL
Campbell Financial Partners, LLC assets under management
Campbell Financial Partners, LLC is an investment advisory firm registered with the SEC based in Fort Myers, FL. The firm has been registered since 2018. It reports $202.7 million in regulatory assets under management and employs 2 people.
Campbell Financial Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Henry Moore Control | Vice President | 25-50% | 2024 |
| Kathleen N Campbell Control | President, Chief Compliance Officer, Chief Executive Officer | 50-75% | 2006 |
Frequently asked questions
How much does Campbell Financial Partners, LLC manage?
Campbell Financial Partners, LLC reports $202.7 million in regulatory assets under management on its Form ADV.
How many employees does Campbell Financial Partners, LLC have?
Campbell Financial Partners, LLC reports 2 employees.
Where is Campbell Financial Partners, LLC located?
Campbell Financial Partners, LLC is based in Fort Myers, FL and has been SEC-registered since 2018.
Does Campbell Financial Partners, LLC disclose fund performance?
Campbell Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17595 S. Tamiami Trail, Suite 220, Fort Myers, FL 33908 |
| Phone | 239-454-5333 |
| Fax | 877-395-8616 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$202.7M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$202.7Mregulatory AUM
Discretionary $197.9MNon-discretionary $4.8M