# Campbell Deegan Financial

> Campbell Deegan Financial is an SEC-registered investment advisory firm in Richmond, VA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 293020
- Filed as: CAMPBELL DEEGAN FINANCIAL
- Legal name: Campbell Deegan Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293020
- AdvisorCensus page: https://advisorcensus.com/firm/campbell-deegan-financial-richmond-va-293020

## Quick answers

**How is Campbell Deegan Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Campbell Deegan Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Campbell Deegan Financial located?**
Campbell Deegan Financial's principal office is in Richmond, VA, according to its Form ADV.

**Is Campbell Deegan Financial registered with the SEC or a state?**
Campbell Deegan Financial is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293020.

**How much does Campbell Deegan Financial manage?**
Campbell Deegan Financial reports $745,050,833 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (78% discretionary).

**How have Campbell Deegan Financial's assets and staff changed since 2021?**
In the Form ADV data for Campbell Deegan Financial: Regulatory assets under management: $498,524,314 in the October 2021 data and $745,050,833 in the October 2026 data, up 49%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Campbell Deegan Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (571); high net worth individuals (195); corporations or other businesses not listed above (4).

**Which custodians does Campbell Deegan Financial use?**
Campbell Deegan Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Campbell Deegan Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/293020

**What changed in Campbell Deegan Financial's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $653,593,952 to $745,050,833 (+14%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Minimum annual fee: None

> Campbell Deegan does not impose a minimum portfolio value or fee as a condition for starting or maintaining an investment management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $745,050,833
- Discretionary: $578,145,172
- Non-discretionary: $166,905,661

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 571 | $174,111,527 |
| High net worth individuals | 195 | $568,677,542 |
| Corporations or other businesses not listed above | 4 | $2,261,764 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cdfva.com
- focusfinancialpartners.com
- LinkedIn @focus-financial-partners
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $498,524,314 | 5 | August 5, 2021 |
| October 2022 | $557,713,921 | 5 | March 30, 2022 |
| October 2023 | $505,623,035 | 6 | September 27, 2023 |
| October 2024 | $565,007,564 | 6 | March 28, 2024 |
| October 2025 | $653,593,952 | 6 | March 20, 2025 |
| October 2026 | $745,050,833 | 7 | March 30, 2026 |

Regulatory assets under management: $498,524,314 in the October 2021 data and $745,050,833 in the October 2026 data, up 49%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $653,593,952 to $745,050,833 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Campbell Deegan Financial (CRD 293020): Form ADV filing data as of October 2026.