Campbell Deegan Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$742,789,069
Clients
766
Advisors
4
of 7 employees
About
Campbell Deegan provides comprehensive wealth management and financial planning to individuals, families, business entities and retirement plans, delivering portfolio management on both discretionary and non‑discretionary bases. The firm reports approximately $745 million in assets under management across about 766 client relationships and offers services that include retirement, tax, estate, education and business planning as well as access to private investment funds.
The firm’s investment process emphasizes fundamental analysis and diversification across mutual funds, ETFs, individual securities, private investment funds and, when appropriate, Independent Managers; it implements client‑specific allocations from conservative to aggressive model strategies and conducts ongoing monitoring with at least annual formal reviews. Campbell Deegan also discloses the potential use of margin and options in some strategies and serves as an ERISA/IRC fiduciary for retirement accounts.
Campbell Deegan is an indirect, wholly‑owned subsidiary of Focus Financial Partners, a corporate structure that connects it to other Focus entities—including registered advisers, broker‑dealers, pension consultants and firms that manage private funds—and to resources made available through that network. Compared with many team firms, it combines a relatively compact advisory team with a large client roster and material AUM, and it discloses receipt of technology and operational benefits from custodians and participation in Focus‑sponsored industry events, which may influence access to research, managers and third‑party services.
Client services
Expertise
Fee options
Up to 2.00% annually depending on portfolio size and services
Main office
8730 Stony Point Pkwy, Suite 100
Richmond VA 23235
Advisors at this office
4
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Nebraska · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia · Wisconsin
Also doing business as
Campbell Deegan Financial · Campbell Deegan Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
Quick links
Advisors at this firm
Sean C
Series 66
Richmond, VA
Campbell Deegan Financial
Sean Campbell is a financial advisor at Campbell Deegan Financial with 27 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments before joining Campbell Deegan Wealth Management in 2018. Campbell Deegan provides comprehensive wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates. The firm employs a fundamental analysis approach with diversified model strategies ranging from conservative to aggressive and manages both discretionary and non-discretionary portfolios.
Mary Gordon S
Series 65, Series 66
Richmond, VA
Campbell Deegan Financial
Mary Gordon Seay is a financial advisor at Campbell Deegan Financial in Richmond, VA, with 11 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Merrill from 2013 to 2017. She has been with Campbell Deegan Financial since 2017. Campbell Deegan Financial provides comprehensive wealth management and financial planning services to individuals, families, business entities, and retirement plans. The firm manages approximately $745 million in assets across about 766 client relationships, offering services that include retirement, tax, estate, education, and business planning, with an investment approach focused on fundamental analysis, diversification, and client-specific allocations.
Andrew B
Series 66
Richmond, VA
Campbell Deegan Financial
Andrew Blain is a financial advisor at Campbell Deegan Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Campbell Deegan Financial offers comprehensive wealth management and financial planning services to individuals, families, business entities, and retirement plans. The firm manages approximately $745 million in assets across about 766 client relationships, focusing on fundamental analysis, diversification, and client-specific allocation strategies.
Timothy D
Series 66
Richmond, VA
Campbell Deegan Financial
Timothy Deegan Jr. is a financial advisor at Campbell Deegan Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. He is also an adjunct professor at Virginia Commonwealth University, teaching finance majors about investments and current financial events. Campbell Deegan provides comprehensive wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates. The firm employs a fundamental analysis-based investment approach with diversified model strategies and serves as a fiduciary for ERISA and retirement-account clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)