Campbell & Company Wealth Management, LLC

Overview

Campbell & Company Wealth Management, LLC operates as an independent, Florida‑registered limited liability company focused on serving individual and family clients. The firm is owner‑managed and positions itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model mixes a percentage‑of‑assets component with hourly charges, reflecting both ongoing advisory relationships and project work. The firm does not market itself as an active ESG investor and is not structured as a multi‑state RIA. Service lines indicate a practical, advisory‑centric practice: the team provides comprehensive planning, direct portfolio management, and sources third‑party managers when specialist capabilities are required. Industry relationships include an accountant and an insurance company, suggesting access to tax and risk‑transfer expertise as part of client service. Campbell & Company currently custodies client assets through major retail platforms, including Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc., which is consistent with a client base concentrated in households and smaller institutional relationships rather than in‑house or institutional custody setups.

Investments & Alternatives

Location & Offices