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CAMPBELL DEEGAN FINANCIAL

CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC

CRD 293020 · SEC 801-112661

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8730 STONY POINT PARKWAY, SUITE 100, RICHMOND, VA, 23235, United States

Phone

804-913-1114

Fax

804-913-1119

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$745.1M

Discretionary AUM

$578.1M

Team

7 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals571$174.1M
High net worth individuals195$568.7M
Corporations/business entities4$2.3M

States served

AZ, CA, CO, GA, IL, LA, MD, MA, MI, NE, NJ, NY, NC, PA, SC, TN, VA, WV, WI, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD