CAMPBELL FINANCIAL PARTNERS, LLC
CRD #142889 SEC #801-112579 FORT MYERS, FL 239-454-5333
SEC Registered
Total AUM
$176.3M
Discretionary
$176.3M
Employees
2
Clients
101
Accounts
494
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $176.3M | $176.3M | $0 | 2 | 0 |
| Feb 2025 | $176.3M | $176.3M | $0 | 2 | 0 |
| Feb 2025 | $176.3M | $176.3M | $0 | 2 | 0 |
| Dec 2024 | $166.1M | $166.1M | $0 | 2 | 0 |
| Mar 2024 | $166.1M | $166.1M | $0 | 2 | 0 |
| Mar 2024 | $166.1M | $166.1M | $0 | 2 | 0 |
| Sep 2023 | $144.4M | $144.4M | $0 | 2 | 0 |
| Apr 2023 | $144.4M | $144.4M | $0 | 2 | 0 |
| Mar 2023 | $144.4M | $144.4M | $0 | 2 | 0 |
| Mar 2022 | $164.6M | $164.6M | $0 | 2 | 0 |
| Mar 2022 | $164.6M | $164.6M | $0 | 2 | 0 |
| Mar 2021 | $134.9M | $134.9M | $0 | 2 | 3 |
| Jun 2020 | $117.6M | $117.6M | $0 | 2 | 2 |
| Mar 2020 | $117.6M | $117.6M | $0 | 2 | 2 |
| Mar 2019 | $107.1M | $107.1M | $0 | 3 | 0 |
| Jan 2019 | $106.1M | $106.1M | $0 | 3 | 0 |
| Mar 2018 | $106.1M | $106.1M | $0 | 3 | 0 |
| Feb 2018 | $106.1M | $106.1M | $0 | 3 | 0 |
| Feb 2018 | $106.1M | $106.1M | $0 | 3 | 0 |
DateNov 2025
Total AUM$176.3M
Discretionary$176.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$176.3M
Discretionary$176.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$176.3M
Discretionary$176.3M
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$164.6M
Discretionary$164.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$164.6M
Discretionary$164.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees2
Clients3
DateJun 2020
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees2
Clients2
DateMar 2020
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees2
Clients2
DateMar 2019
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees3
Clients0