# Campos Financial

> Campos Financial is a state-registered investment advisory firm in Miami, FL, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 304860
- Filed as: CAMPOS FINANCIAL
- Legal name: Campos Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304860
- AdvisorCensus page: https://advisorcensus.com/firm/campos-financial-miami-fl-304860

## Quick answers

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

**Where is Campos Financial located?**
Campos Financial's principal office is in Miami, FL, according to its Form ADV.

**Is Campos Financial registered with the SEC or a state?**
Campos Financial is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304860.

**How much does Campos Financial manage?**
Campos Financial reports $4,906,074 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Campos Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26).

**Does Campos Financial 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/304860

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,906,074
- Discretionary: $4,906,074
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $4,906,074 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- camposfinancial.com
- Facebook @CamposFinancialLLC
- Instagram @campos_financial
- LinkedIn @companycampos-financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Campos Financial (CRD 304860): Form ADV filing data as of October 2026.