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| Happy Holidays!! thanks for using AUM13F!! |
| Campbell Deegan Wealth Management LLC
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| CRD # | 293020 |
| SEC # | 801-112661 |
| CIK # | 0002059743 |
| AUM | $653.6 M (2025-03-20) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 804-913-1114 |
| Address | 8730 Stony Point Parkway Richmond, VA 23235 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002059743 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.1 | ||
| Apple Inc | 1.8 | ||
| Philip Morris International Inc | 1.5 | ||
| Nvidia Corp | 1.2 | ||
| Intercontinentalexchange Group Inc | 0.7 | ||
| Union First Market Bankshares Corp | 0.6 | ||
| Exxon Mobil Corp | 0.6 | ||
| Amazon Com Inc | 0.6 | ||
| FPL Group Inc | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| Johnson & Johnson | 0.4 | ||
| Merck & Co Inc | 0.4 | ||
| Chevron Corp | 0.4 | ||
| Altria Group Inc | 0.4 | ||
| Bank of America Corp /DE/ | 0.4 | ||
| Dominion Resources Inc /VA/ | 0.4 | ||
| Thermo Fisher Scientific Inc | 0.4 | ||
| Procter & Gamble Co | 0.3 | ||
| Oracle Corp | 0.3 | ||
| Lowes Companies Inc | 0.3 | ||
| PepsiCo Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 555 | 143.0 |
| (b) Individuals (high net worth individuals) | 184 | 509.3 |
| (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 | 2 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,760 | 653.6 |
| By Discretionary | ||
| Discretionary | 1,561 | 524.3 |
| Non-Discretionary | 199 | 129.3 |
| Total | 1,760 | 653.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 653.6 | |
| Total | 1,760 | 653.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002059743] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Running Point Capital Advisors LLC
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|
CA | 0.7 |
|
Navalign LLC
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|
CA | 0.7 |
|
Wealthcare Investment Partners LLC
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|
RI | 0.7 |
|
Strong Tower Advisory Services LLC
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|
MN | 0.7 |
|
Lorne Steinberg Wealth Management Inc
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|
0.7 | |
|
Fonville Wealth Management LLC
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|
VA | 0.7 |
|
Global Financial Group Advisors LLC
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|
MI | 0.7 |
|
Argent Retirement Plan Advisors LLC
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|
LA | 0.7 |
|
Cedrus Holding Co LLC
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|
CO | 0.7 |
|
Cadent Capital Advisors LLC
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|
OK | 0.7 |