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CAMPBELL FINANCIAL PARTNERS, LLC
CRD 142889 · SEC 801-112579
17595 S. TAMIAMI TRAIL, SUITE 220, FORT MYERS, FL, 33908, United States
Phone
239-454-5333
Fax
877-395-8616
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$202.7M
Discretionary AUM
$197.9M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $31.2M |
| High net worth individuals | 60 | $171.4M |
States served
LA, OH, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD