Campbell & Company Wealth Management, LLC

Overview

Campbell & Company Wealth Management, LLC is structured as an independent registered investment advisory firm operating as a limited liability company under individual ownership. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its stated fee arrangements include both a percentage-of-assets model and hourly billing. The firm identifies itself as a capital allocator, which suggests it places client capital with pooled or third‑party managers. The firm does not list itself as an active ESG investor and is not designated as a multistate adviser in the provided data. Industry affiliations include relationships with an accounting firm and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices