Campbell Financial Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,287,641
Clients
31
3% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
HighAverage account size
$202,827
About
Campbell Financial Advisory, LLC is an independent registered investment adviser that provides discretionary and non-discretionary asset management, financial planning, and consulting to individual clients and retirement plans; the firm reports managing roughly $6.3 million for about 31 clients. In addition to ongoing portfolio management and planning, the firm conducts public seminars and workshops and offers insurance products through the owner’s separate insurance business.
The firm tailors strategies to clients’ stated goals, time horizons, and risk tolerance, using fundamental, technical, and cyclical analysis and conducting regular (typically quarterly) account reviews; clients may impose written restrictions and may choose discretionary or non-discretionary arrangements. For implementation, the adviser may engage sub‑advisors, assign third‑party model portfolios available through a model marketplace, and recommends a digital custodian platform for trade execution.
What distinguishes the firm from many peers is the combination of services beyond typical individual portfolio management: it provides limited‑scope ERISA 3(21) retirement‑plan advisory services, runs free educational seminars for the public, and the owner is a licensed insurance agent who may offer commissionable insurance products. The brochure discloses these potential conflicts of interest and describes mitigation through client disclosures, written procedures, and the firm’s fiduciary obligations while allowing clients the option to obtain products elsewhere.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
Wealth management
Fee options
Financial planning fees are negotiable fixed fees up to a maximum of $5,000.
$0 - $500,000: 1.00% annually $500,000.01 - $1,000,000: 0.80% annually $1,000,000.01+: 0.60% annually
Main office location
Campbell Financial Advisory, LLC
Benton AR, United States
Number of offices
1
Most active in
Campbell Financial Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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