Campbell Financial Partners provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Campbell Financial Partners reports 132 clients. They include 72 individual clients and 60 high-net-worth individuals. Of its assets, 97.6% ($198M across 508 accounts) are managed with discretion; $4.84M across 14 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 15% |
| High-net-worth individuals | 45% | 85% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 72 | $31.2M | 15.4% | $434K |
| High-net-worth individuals | 60 | $171M | 84.6% | $2.86M |
| Charitable organizations | Fewer than 5 | $76.7K | 0.0% | — |
| Total | 132 | $203M | 100% | — |
- Clients
- 72
- Regulatory AUM
- $31.2M
- AUM share
- 15.4%
- Avg. per client
- $434K
- Clients
- 60
- Regulatory AUM
- $171M
- AUM share
- 84.6%
- Avg. per client
- $2.86M
- Clients
- Fewer than 5
- Regulatory AUM
- $76.7K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 132
- Regulatory AUM
- $203M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Campbell Financial Partners charges 0.30%–0.90% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 0.90% |
| $1M–$3M | 0.70% |
| $3M–$5M | 0.40% |
| $5M and above | 0.30% |
Fee details and sources
Other fees
- Initial Financial Planning
- Initial financial planning usually costs $3,000 to $5,000, fixed or hourly. Hourly work is billed at $300 an hour with a $1,200 minimum.
Kathleen Campbell owns 50% to 75% of Campbell Financial Partners. Kathleen Campbell is CEO; the leadership team includes President James Moore. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Campbell Financial Partners, LLC
Kathleen Campbell
Control person · since December 2006
- Owns 25% to 50% of Campbell Financial Partners, LLC
James Moore
Control person · since January 2024
Campbell Financial Partners’ regulatory assets grew 1.5× from $135M (March 2021) to $203M (May 2026); clients rose from 110 to 132 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $203M | 132 | 2 | 3 |
| Feb 2025February 2025 | $176M | 125 | 2 | 3 |
| Mar 2024March 2024 | $166M | 121 | 2 | 3 |
| Apr 2023April 2023 | $144M | 117 | 2 | 3 |
| Mar 2022March 2022 | $165M | 119 | 2 | 3 |
| Mar 2021March 2021 | $135M | 110 | 2 | 3 |
Besides its headquarters, Campbell Financial Partners has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Florida · 1 listed address
- 17595 S. Tamiami Trail, Suite 220, Fort MyersHQ
Contact and registration details
- Legal name
- Campbell Financial Partners, LLC
- Headquarters
- 17595 S. Tamiami Trail, Suite 220, Fort Myers, FL 33908
- Phone
- 239-454-5333
- SEC file
- 801-112579
- Founded
- 2006
- Structure
- Florida LLC
- Fiscal year end
- December
Campbell Financial Partners’ named custodian for separately managed accounts is Altruist ($190M). Campbell Financial Partners does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $190M100%
At year end, Campbell Financial Partners’ separately managed accounts were mostly in funds (97%).
What the accounts hold
- Stocks2%
- Funds97%
- Registered funds95%
- Pooled vehicles2%
- Cash1%
How many clients does Campbell Financial Partners have?
Campbell Financial Partners has 132 clients and manages $203 million for them, as of May 2026. They include 72 individual clients and 60 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Campbell Financial Partners offer?
Campbell Financial Partners provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Campbell Financial Partners charge?
Campbell Financial Partners charges 0.30%–0.90% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Source: CAMPBELL FINANCIAL PARTNERS, LLC FORM ADV PART 2 BROCHURE, filed 28 January 2026
Which custodians does Campbell Financial Partners use?
Campbell Financial Partners’ separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $190M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Campbell Financial Partners have?
Campbell Financial Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Campbell Financial Partners invest in?
At the end of its last fiscal year, Campbell Financial Partners’ separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 2% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Campbell Financial Partners?
Campbell Financial Partners’ direct owners are Kathleen Campbell (50% to 75%) and James Moore (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Campbell Financial Partners get paid?
Campbell Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Campbell Financial Partners?
Campbell Financial Partners’ main office is at 17595 S. Tamiami Trail, Suite 220, Fort Myers, FL 33908. Its phone number is 239-454-5333. Its website is campbellfinancialpartners.com.
