# Campbell Wealth Advisors, LLC

> Campbell Wealth Advisors, LLC is a state-registered investment advisory firm in Sarasota, FL, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated February 10, 2026.

- CRD: 304308
- Filed as: CAMPBELL WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304308
- AdvisorCensus page: https://advisorcensus.com/firm/campbell-wealth-advisors-llc-sarasota-fl-304308

## Quick answers

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

**Where is Campbell Wealth Advisors, LLC located?**
Campbell Wealth Advisors, LLC's principal office is in Sarasota, FL, according to its Form ADV.

**Is Campbell Wealth Advisors, LLC registered with the SEC or a state?**
Campbell Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304308.

**Does Campbell Wealth Advisors, 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/304308

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- campbellwa.com
- focus.campbellwa.com
- LinkedIn @campbellwealthadvisorsllc
- X @build_protect
- YouTube @UC-62dmUP7lm_rnAyWclXIDQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Campbell Wealth Advisors, LLC (CRD 304308): Form ADV filing data as of October 2026.
