CAMPBELL WEALTH ADVISORS, LLC

Overview

Campbell Wealth Advisors, LLC is organized as a limited liability company and is owned by an individual. The firm functions as a capital allocator and provides advisory services focused on financial planning and the selection of other advisers. Its fee model includes both a percentage-of-assets arrangement and the ability to charge fixed fees. Campbell Wealth Advisors does not self-identify as an active ESG investor and is not designated as a multi-state adviser. The firm maintains an industry affiliation with an insurance company, which may influence product access or distribution relationships. The adviser’s registration details do not list a public SEC registration year.

Investments & Alternatives

Location & Offices