Campbell Deegan Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 30, 2026, reports $745M in regulatory assets under management, 7 employees, and 1,855 accounts.
Assets Under Management
$745M
Employees
7
Offices
--
Total Clients
770
Primary office
RICHMOND, VA
8730 STONY POINT PARKWAY, SUITE 100, RICHMOND, VA, United States
Top client segmentIndividuals represent 74.2% of total clients.
Top client categories% of clientsClients
1
Individuals
74.2%
571
2
HNWI
25.3%
195
3
Corporations
0.5%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$745Mas of March 30, 2026
Discretionary77.6%
$578M
78% of total RAUM77.6%
Non-discretionary22.4%
$167M
22% of total RAUM22.4%
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.
Total AUM$745M
Total Accounts1,855
10Y AUM Change+$745M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee110:1
10Y Employee Change+3 (+75.0%)
* 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.