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| Campbell Deegan Wealth Management LLC
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|---|---|
| CRD # | 293020 |
| SEC # | 801-112661 |
| CIK # | 0002059743 |
| AUM | 745.1 M (2026-03-30) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 804-913-1114 |
| Address | 8730 Stony Point Parkway Richmond, VA 23235 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002059743 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sherwin Williams Co | 3.1 | ||
| Apple Inc | 2.2 | ||
| Nvidia Corp | 2.1 | ||
| Microsoft Corp | 1.6 | ||
| Philip Morris International Inc | 1.4 | ||
| Alphabet Inc | 0.9 | ||
| Johnson & Johnson | 0.7 | ||
| Union First Market Bankshares Corp | 0.7 | ||
| FPL Group Inc | 0.7 | ||
| Amazon Com Inc | 0.6 | ||
| Chevron Corp | 0.6 | ||
| Merck & Co Inc | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Intercontinentalexchange Group Inc | 0.5 | ||
| Altria Group Inc | 0.5 | ||
| Thermo Fisher Scientific Inc | 0.4 | ||
| Dominion Resources Inc /VA/ | 0.4 | ||
| Bank of America Corp /DE/ | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 571 | 174.1 |
| (b) Individuals (high net worth individuals) | 195 | 568.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,855 | 745.1 |
| By Discretionary | ||
| Discretionary | 1,548 | 578.1 |
| Non-Discretionary | 307 | 166.9 |
| Total | 1,855 | 745.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 745.1 | |
| Total | 1,855 | 745.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002059743] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Discipline Wealth Solutions Inc
✚
|
SC | 746.7 M |
|
Tillman Hartley LLC
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|
CO | 746.3 M |
|
Summit Investment Advisory Services LLC
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MN | 745.8 M |
|
Running Point Capital Advisors LLC
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CA | 745.6 M |
|
Seamount Financial Group Inc
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|
CO | 745.2 M |
|
Beacon Global Advisor Network LLC
✚
|
GA | 745.1 M |
|
Carr Financial Group Corporation
✚
|
MA | 744.2 M |
|
Aegis Wealth Management LLC
✚
|
MD | 744.1 M |
|
Kendall Capital Management
✚
|
MD | 743.9 M |
|
Interchange Capital Partners LLC
✚
|
PA | 743.6 M |