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| Campbell Wealth Management Inc
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|---|---|
| CRD # | 152956 |
| SEC # | 801-71121 |
| CIK # | 0001736648 |
| AUM | $1.0 BB (2024-03-29) |
| Employees | 33 (30% Investors, 12% Brokers) |
| Phone | 703-535-5300 |
| Address | 330 John Carlyle Street Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| XOM | 385,508.3 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| NVDA | 399,550.0 | 0.0 | |
| NEE | 150,166.4 | 0.0 | |
| ABBV | 269,466.6 | 0.0 | |
| D | 63,709.1 | 0.0 | |
| ABT | 187,298.3 | 0.0 | |
| WPC | 16,425.3 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 301 | 643.9 |
| (b) Individuals (high net worth individuals) | 322 | 155.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,987 | 799.7 |
| By Discretionary | ||
| Discretionary | 1,987 | 799.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,987 | 799.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 799.7 | |
| Total | 1,987 | 799.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001736648] |
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