Campos Financial

Campos Financial provides financial planning and discretionary portfolio management primarily for individuals and families, while also working with small business owners, trusts, foundations and other institutional clients. Services include comprehensive and modular financial plans, occasional educational seminars, and ongoing management of brokerage accounts under discretionary authority.

The firm’s investment approach centers on low-cost, diversified ETFs and asset-allocation strategies with periodic monitoring and rebalancing to maintain agreed risk profiles. When client needs require individual stocks or bonds, Campos Financial recommends and coordinates outside sub-advisors (the brochure cites examples such as PIMCO or BlackRock) to manage those specific accounts while remaining the primary advisor on the relationship.

Noteworthy aspects include a contractual affiliation with another investment adviser (the principal provides services through Origin Financial) and a related real estate entity (the principal is a managing member of a real estate LLC), both of which the brochure discloses and says are managed through due diligence and disclosure. The firm also operates at a small scale—managing roughly $4.9 million in discretionary assets for a limited client base—yet explicitly includes institutional clients (charities, trusts, foundations) in its client types, a mix that is less common among solo independent advisers.