SourcingSourcing

CAMPBELL FINANCIAL PARTNERS, LLC

C38
CRD 142889·SEC 801-112579·FORT MYERS, FL
AUM
$202.7M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$608K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMPBELL FINANCIAL PARTNERS, LLC
CRD
142889
SEC file #
801-112579
EIN
—
DBA names
—

Economics

AUM
$202.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$107.1M → $202.7M▲ +89%
Client mix
Individuals Other72
Individuals High Net Worth60

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
FORT MYERS FL
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/29/2026
ADV-W filed at
—
Website
campbellfinancialpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAMPBELL, KATHLEEN, N
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CAMPBELL, KATHLEEN, N
MOORE, JAMES, HENRY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAMPBELLFINANCIALPARTNERS.COM
Rdap Domain Creation Date
2006-12-08T04:19:26Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3837
Soi Zip Pct 200k Plus
0.1673
Soi Zip Returns 200k Plus
3,330
Soi Zip Total AGI
3,221,928
Fdic Zip Total Deposits
36,211,988,000
Fdic Zip Branch Count
591
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Altruist4
E*trade4
Lpl Financial2
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Fort Myers, FL
NationsBank of Florida, N.A.Fort Myers, FL
Fdic Zip HHI
806.27
Fdic Zip Top Bank Share Pct
20.03
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-03T11:59:59Z
Rdap Domain Last Changed
2026-02-04T13:30:29Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI50,603
Returns4,040
Stub 2
AGI127,717
Returns3,450
Stub 3
AGI168,193
Returns2,720
Soi Zip Total Business Income
94,723
Soi Zip Total Cap Gains
515,647
Soi Zip Total Dividends
212,227
Soi Zip Total Returns
19,910
Top Owner CRD
5277659
Trust Company Affiliate
No

People (2)

2
CAMPBELL, KATHLEEN, N
IAR · Direct Owner · 62.5%
5277659
MOORE, JAMES, HENRY
IAR · Direct Owner · 37.5%
4165738