RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 6, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICERE Control
CAMPBELL, KATHLEEN, NIPRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICERE Control
MOORE, JAMES, HENRYIVICE PRESIDENTB Control
MOORE, JAMES, HENRYIVICE PRESIDENTB Control
MOORE, JAMES, HENRYIVICE PRESIDENTB Control
MOORE, JAMES, HENRYIVICE PRESIDENTB Control
MOORE, JAMES, HENRYIVICE PRESIDENTB Control
MOORE, JAMES, HENRYIVICE PRESIDENTB Control
MOORE, JAMES, HENRYIVICE PRESIDENTB Control

Registrations

Federal

IA
Nov 6, 2025 REGISTERED

Notice Filings (6)

CT FL LA OH PA TX

Address

17595 S. TAMIAMI TRAIL
SUITE 220
FORT MYERS, FL 33908
United States
Phone: 239-454-5333