CAMPOS FINANCIAL

Overview

Campos Financial is an independent, owner-operated registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm acts as a capital allocator, blending fee-for-service planning (percentage of AUM, hourly and fixed fees) with discretionary portfolio management and selection of third‑party managers. Its advisory scope includes portfolio management for individuals, small businesses and institutions, and it also operates as a real estate broker and financial product salesperson—indicating an integrated approach that can combine listed securities with private real estate activity. Investment preferences tilt strongly toward publicly traded equities, with the adviser identifying exchange-traded equities as its dominant exposure. Campos Financial does not position itself as an active ESG investor and is not registered as a multi-state adviser. Given the mix of services (financial planning, discretionary management and selection of other advisers), the firm appears to blend direct management of client portfolios with outsourced or third-party alternative fund allocations when appropriate.

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Public Holdings

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Location & Offices