Campbell Williams, Inc.

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Client assets under management

Clients

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

Client services

Portfolio management Pension consulting Educational seminars or workshops

Main office location

Campbell Williams, Inc.

1 Alhambra Plaza, Ph Floor

Coral Gables FL 33134-5216, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is not 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.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 305-441-1450

Advisors at this firm

Pedro O

Series 65

Coral Gables, FL

Campbell Williams, Inc.

Pedro Ortiz Vandergrift is a Series 65 credentialed financial advisor with eight years of industry experience. He has been with Campbell Williams, Inc. in Coral Gables, FL since 2016. Campbell Williams, Inc. is a small firm supporting two advisors and serves clients with personalized investment guidance.

Hadley W

Series 65

Coral Gables, FL

Campbell Williams, Inc.

Hadley Williams is a financial advisor at Campbell Williams, Inc. in Coral Gables, FL, with 29 years of industry experience. He holds a Series 65 designation and has been with Campbell Williams since 1995. Additionally, he serves as president of International Growth Resources Corp., a consulting and administrative services firm he has led since 1993. Campbell Williams, Inc. is a small advisory firm with two advisors that offers supported services.

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