RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Kevin Scott Campbell
- Title
- Senior Wealth Advisor, Shareholderreportedhbwealth.comfirm site, Sep 15, 2026
- Designations
- CFAreportedhbwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- hbwealth.com/meet-the-team/kevin-s-campbell-cfareportedhbwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Hb Wealth independent RIA currentsince Jan 1, 2025 · Palm Beach Gardens, Fl
- Truist Advisory Services, Inc. BD affiliatedAug 26, 2019 to Oct 27, 2021 · Jupiter, Fl
- Gfo Advisory Services, LLC asset managerSep 21, 2010 to Dec 31, 2017 · Greenwich, Ct
- Truist Advisory Services, Inc. to Hb Wealthleft Oct 27, 2021, registered Jan 1, 2025 (1162 days) · Affiliated broker-dealer or bank to independent RIA
- Gfo Advisory Services, LLC to Truist Advisory Services, Inc.left Dec 31, 2017, registered Aug 26, 2019 (603 days) · Other · moved with a team
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address