# Campbell & Associates

> Campbell & Associates is a state-registered investment advisory firm in Winter Haven, FL, registered since 1998, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 21, 2026.

- CRD: 142086
- Filed as: CAMPBELL & ASSOCIATES
- Legal name: Campbell & Associates, P.A., C.P.A.'s
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Winter Haven, FL
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142086
- AdvisorCensus page: https://advisorcensus.com/firm/campbell-and-associates-winter-haven-fl-142086

## Quick answers

**How is Campbell & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Campbell & Associates reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Campbell & Associates located?**
Campbell & Associates' principal office is in Winter Haven, FL, according to its Form ADV.

**Is Campbell & Associates registered with the SEC or a state?**
Campbell & Associates is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 142086.

**How much does Campbell & Associates manage?**
Campbell & Associates reports $11,326,837 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (0% discretionary).

**What types of clients does Campbell & Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (2); charitable organizations (1).

**Does Campbell & Associates 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/142086

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $11,326,837
- Discretionary: $0
- Non-discretionary: $11,326,837

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $4,012,803 |
| High net worth individuals | 2 | $4,678,247 |
| Charitable organizations | 1 | $2,635,787 |

### 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: 1998 (28 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- campbellcpa.biz
- Facebook @Campbell-Associates-PA-CPAs- 119227081460422
- Facebook @category

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Campbell & Associates (CRD 142086): Form ADV filing data as of October 2026.