Campbell Financial Partners, Llc
- Regulatory AUM
- $203M
- Discretionary
- $198M
- Clients
- 132
- Avg AUM / client
- $1.5M
- Accounts
- 522
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 72 | $31.2M | 15.4% |
| High net worth individuals | 60 | $171M | 84.6% |
| Charitable organizations | Fewer than 5 clients | $76.7K | 0.04% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kathleen N Campbell | President, Chief Compliance Officer, Chief Executive Officer | Dec 2006 (20y) | 75% or more | |
| James Henry Moore | Vice President | CFP | Oct 2017 (9y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 929 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $190M (94% of AUM) May 2026
- Altruist Financial $190M (94% of AUM) May 2026
- Pershing $160M (96% of AUM) Mar 2024
- TD Ameritrade $66.3M (46% of AUM) Apr 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗