This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$203MItem 5.F on the latest filing (2026-05-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$198M

Private client RAUM

$203MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$101Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

2Schedule D 1.F, beyond the principal office

Accounts

522

Individual clients

72

High net worth clients

60

SEC number

801-112579

CRD

142889

Filings on the tape

22

First filed

Feb 6, 2018

Latest filed

May 5, 2026

Organised

Limited Liability Company, FL

Website

campbellfinancialpartners.com

• Occurred

  Mar 14, 2024
  Control person joined

  Henry James Moore (Vice President) appeared on Schedule A of Campbell Financial Partners, Llc

  Form ADVobserved 6 days ago
• Occurred

  Feb 6, 2018
  First Form ADV filing

  Campbell Financial Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a9bdf867-5067-b03a-d5b4-e44065cb377d

First observed

Feb 6, 2018

Last observed

May 5, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.