CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC
Legal name: CAMPBELL DEEGAN FINANCIAL
CRD #293020 SEC #801-112661 RICHMOND, VA 804-913-1114
SEC Registered
Total AUM
$653.6M
Discretionary
$524.3M
Employees
6
Clients
51
Accounts
1,760
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $653.6M | $524.3M | $129.3M | 6 | 0 |
| Mar 2024 | $565M | $391.4M | $173.6M | 6 | 0 |
| Sep 2023 | $505.6M | $390.4M | $115.2M | 6 | 0 |
| Mar 2023 | $505.6M | $390.4M | $115.2M | 6 | 0 |
| Dec 2022 | $557.7M | $0 | $557.7M | 5 | 0 |
| Mar 2022 | $557.7M | $0 | $557.7M | 5 | 0 |
| Aug 2021 | $498.5M | $0 | $498.5M | 5 | 0 |
| Mar 2021 | $498.5M | $0 | $498.5M | 5 | 0 |
| Dec 2020 | $351.6M | $0 | $351.6M | 5 | 0 |
| Jun 2020 | $351.6M | $0 | $351.6M | 5 | 0 |
| Mar 2020 | $351.6M | $0 | $351.6M | 5 | 0 |
| Mar 2019 | $307.7M | $0 | $307.7M | 4 | 0 |
| Aug 2018 | $355.6M | $0 | $355.6M | 4 | 0 |
| Jun 2018 | $355.6M | $0 | $355.6M | 4 | 0 |
| Apr 2018 | $355.6M | $0 | $355.6M | 4 | 0 |
| Feb 2018 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$653.6M
Discretionary$524.3M
Non-Disc.$129.3M
Employees6
Clients0
DateMar 2024
Total AUM$565M
Discretionary$391.4M
Non-Disc.$173.6M
Employees6
Clients0
DateSep 2023
Total AUM$505.6M
Discretionary$390.4M
Non-Disc.$115.2M
Employees6
Clients0
DateMar 2023
Total AUM$505.6M
Discretionary$390.4M
Non-Disc.$115.2M
Employees6
Clients0
DateDec 2022
Total AUM$557.7M
Discretionary$0
Non-Disc.$557.7M
Employees5
Clients0
DateMar 2022
Total AUM$557.7M
Discretionary$0
Non-Disc.$557.7M
Employees5
Clients0
DateAug 2021
Total AUM$498.5M
Discretionary$0
Non-Disc.$498.5M
Employees5
Clients0
DateMar 2021
Total AUM$498.5M
Discretionary$0
Non-Disc.$498.5M
Employees5
Clients0
DateDec 2020
Total AUM$351.6M
Discretionary$0
Non-Disc.$351.6M
Employees5
Clients0
DateJun 2020
Total AUM$351.6M
Discretionary$0
Non-Disc.$351.6M
Employees5
Clients0
DateMar 2020
Total AUM$351.6M
Discretionary$0
Non-Disc.$351.6M
Employees5
Clients0
DateMar 2019
Total AUM$307.7M
Discretionary$0
Non-Disc.$307.7M
Employees4
Clients0
DateAug 2018
Total AUM$355.6M
Discretionary$0
Non-Disc.$355.6M
Employees4
Clients0
DateJun 2018
Total AUM$355.6M
Discretionary$0
Non-Disc.$355.6M
Employees4
Clients0
DateApr 2018
Total AUM$355.6M
Discretionary$0
Non-Disc.$355.6M
Employees4
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0