# Campbell Financial Partners, LLC

> Campbell Financial Partners, LLC is an SEC-registered investment advisory firm in Fort Myers, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 142889
- Filed as: CAMPBELL FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Myers, FL
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142889
- AdvisorCensus page: https://advisorcensus.com/firm/campbell-financial-partners-llc-fort-myers-fl-142889

## Quick answers

**How is Campbell Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Campbell Financial Partners, 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 Financial Partners, LLC located?**
Campbell Financial Partners, LLC's principal office is in Fort Myers, FL, according to its Form ADV.

**Is Campbell Financial Partners, LLC registered with the SEC or a state?**
Campbell Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 142889.

**How much does Campbell Financial Partners, LLC manage?**
Campbell Financial Partners, LLC reports $202,735,675 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (98% discretionary).

**How have Campbell Financial Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Campbell Financial Partners, LLC: Regulatory assets under management: $134,947,835 in the October 2021 data and $202,735,675 in the October 2026 data, up 50%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Campbell Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (72); high net worth individuals (60).

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

**Does Campbell Financial Partners, LLC 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/142889

**What changed in Campbell Financial Partners, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial 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: $202,735,675
- Discretionary: $197,899,878
- Non-discretionary: $4,835,797

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 72 | $31,244,064 |
| High net worth individuals | 60 | $171,414,946 |
| Charitable organizations | Fewer than 5 | $76,665 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, LA, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cambellfinancialplanning.com](https://cambellfinancialplanning.com)
- [cambellfp.com](https://cambellfp.com)
- [campbellfinancialpartners.com](https://campbellfinancialpartners.com)
- [campbellfinancialpartners.net](https://campbellfinancialpartners.net)
- [campbellfinancialplanning.net](https://campbellfinancialplanning.net)
- [campbellfp.com](https://campbellfp.com)
- [campbellfp.net](https://campbellfp.net)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,947,835 | 2 | March 5, 2021 |
| October 2022 | $164,624,048 | 2 | March 26, 2022 |
| October 2023 | $144,363,368 | 2 | September 15, 2023 |
| October 2024 | $166,055,228 | 2 | March 15, 2024 |
| October 2025 | $176,266,552 | 2 | February 17, 2025 |
| October 2026 | $202,735,675 | 2 | May 5, 2026 |

Regulatory assets under management: $134,947,835 in the October 2021 data and $202,735,675 in the October 2026 data, up 50%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in TX.

### February 2026
- Regulatory assets under management went from $176,266,552 to $202,735,675 (+15%).

### December 2025
- Registered or notice-filed in CT, LA, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Campbell Financial Partners, LLC (CRD 142889): Form ADV filing data as of October 2026.