FORT MYERS, FLCRD 142889Latest ADV January 29, 2026
Campbell Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Myers, FL. Its latest Form ADV filing, dated January 29, 2026, reports $203M in regulatory assets under management, 2 employees, 2 offices, and 522 accounts.
Assets Under Management
$203M
Employees
2
Offices
2 offices
Total Clients
132
Primary office
FORT MYERS, FL
17595 S. TAMIAMI TRAIL, SUITE 220, FORT MYERS, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
72
2
HNWI
45.5%
60
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$203Mas of January 29, 2026
Discretionary97.6%
$198M
98% of total RAUM97.6%
Non-discretionary2.4%
$5M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$203M
Total Accounts522
10Y AUM Change+$97M (+91.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee66:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.