# Campbell Advisory Services, LLC

> Campbell Advisory Services, LLC is a state-registered investment advisory firm in Newport Beach, CA, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 174674
- Filed as: CAMPBELL ADVISORY SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174674
- AdvisorCensus page: https://advisorcensus.com/firm/campbell-advisory-services-llc-newport-beach-ca-174674

## Quick answers

**How is Campbell Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Campbell Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Campbell Advisory Services, LLC located?**
Campbell Advisory Services, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Campbell Advisory Services, LLC registered with the SEC or a state?**
Campbell Advisory Services, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174674.

**How much does Campbell Advisory Services, LLC manage?**
Campbell Advisory Services, LLC reports $9,466,849 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**What types of clients does Campbell Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1).

**Does Campbell Advisory Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174674

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,466,849
- Discretionary: $9,466,849
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1 | $9,466,849 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- campbelladvs.com
- LinkedIn @KELLYCAMPBELLADVS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Campbell Advisory Services, LLC (CRD 174674): Form ADV filing data as of October 2026.