PPrivate Fund Data Log in Join · $37/mo

Campbell Financial Partners, LLC

● SEC registered since 2018CRD 142889SEC# 801-112579Fort Myers, FL
Export (members)
Reg. AUM
$176.3M
Employees
2
Accounts
494
Location
Fort Myers, FL

Campbell Financial Partners, LLC assets under management

Campbell Financial Partners, LLC is an investment advisory firm registered with the SEC based in Fort Myers, FL. The firm has been registered since 2018. It reports $176.3 million in regulatory assets under management and employs 2 people.
www.campbellfinancialpartners.comView on SEC.gov ↗

Campbell Financial Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Henry Moore ControlVice President10-25%2024
Kathleen N Campbell ControlPresident, Chief Compliance Officer, Chief Executive OfficerOver 75%2006

Frequently asked questions

How much does Campbell Financial Partners, LLC manage?

Campbell Financial Partners, LLC reports $176.3 million in regulatory assets under management on its Form ADV.

How many employees does Campbell Financial Partners, LLC have?

Campbell Financial Partners, LLC reports 2 employees.

Where is Campbell Financial Partners, LLC located?

Campbell Financial Partners, LLC is based in Fort Myers, FL and has been SEC-registered since 2018.

Does Campbell Financial Partners, LLC disclose fund performance?

Campbell Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17595 S. Tamiami Trail, Suite 220, Fort Myers, FL 33908
Phone239-454-5333
Fax877-395-8616
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$176.3M
Non-discretionary$0
Total (RAUM)$176.3M