Campbell Deegan Financial
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 293020
- Registered since
- March 26, 2018
- Website
- www.cdfva.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.33%
- Individuals23.37%
- Corporations / Businesses0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Campbell Deegan Financial is an independent registered investment adviser organized as an LLC and operating since 2018. The firm serves both individual/family and institutional clients and provides comprehensive advisory services including financial planning, discretionary portfolio management for individuals, small businesses and institutions, plus pension consulting. Its fees are charged as a percentage of assets under management and via fixed fees. The adviser maintains a range of industry relationships — including broker-dealer and other adviser links, futures and commodity dealer affiliations, and connections with accounting, legal, insurance and real estate professionals — and also acts as a sponsor or managing member of pooled investment vehicles in some capacities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities18%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Contacts
3 of 4
Mary Gordon Seay
Vice PresidentCRD 6270392
Timothy Deegan
Managing PartnerCRD 5898309
Sean Campbell
Managing PartnerCRD 3130454
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$120M in ETFs
71%
$85.7M
28%
$34.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 GARP ETF (SPGP) | Invesco | Passive | Large Blend | $24.2M | 197,674 | 20.10% |
Location
Richmond, VA
Chesterfield
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Chesterfield
- Address
- 8730 Stony Point Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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