Investment adviser · CRD 293020
CAMPBELL DEEGAN FINANCIAL
Investment adviser filing (IA)
CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC
RICHMOND, VA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $745M Form ADV · Item 5.F
- Client accounts
- 1,855 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 195 | $568,677,542 | 76.3% |
| Individuals | 571 | $174,111,527 | 23.4% |
| Corporations & businesses | Fewer than 5 | $2,261,764 | 0.3% |
Filing source
Form ADV 2061609 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
8730 STONY POINT PARKWAY, SUITE 100RICHMOND, VA, 23235, United States
CRD 293020
Filing source
Form ADV 2061609 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.