Campbell & Company Wealth Management, LLC

Overview

Campbell & Company Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individuals and families, providing financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It bills clients on a percentage‑of‑assets basis and also charges hourly fees for certain work. The firm is designated as a capital allocator, which indicates it places client assets with outside managers or strategies rather than exclusively managing everything in‑house. The firm is not identified as an active ESG investor and is not flagged as a multistate adviser. Industry affiliations disclosed include relationships with an accountant and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices