Campbell Financial Partners, LLC
Campbell Financial Partners, LLC is an SEC-registered wealth manager in Fort Myers, FL with $202.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Campbell Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142889, SEC 801-112579, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $202.7M (2026-05-05)
- Firm type
- Wealth Manager
- Location
- Fort Myers, FL
- Employees
- 2
- Clients
- 132
- CRD
- 142889
- Ownership
- MOORE, JAMES, HENRY; CAMPBELL, KATHLEEN, N
How much AUM does Campbell Financial Partners, LLC have?
Campbell Financial Partners, LLC reported $202.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Campbell Financial Partners, LLC?
Disclosed owners and executives of Campbell Financial Partners, LLC include MOORE, JAMES, HENRY, CAMPBELL, KATHLEEN, N. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.