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| Happy Holidays!! thanks for using AUM13F!! |
| Campbell Wealth Management Inc
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| CRD # | 152956 |
| SEC # | 801-71121 |
| CIK # | 0001736648 |
| AUM | $1.0 B (2024-12-20) |
| Employees | 31 (32% Investors, 6% Brokers) |
| Phone | 703-535-5300 |
| Address | 330 John Carlyle Street Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 1.9 | ||
| Amazon Com Inc | 1.8 | ||
| International Business Machines Corp | 1.2 | ||
| Marriott International Inc /MD/ | 1.2 | ||
| Nvidia Corp | 1.2 | ||
| Bristol Myers Squibb Co | 1.1 | ||
| FPL Group Inc | 1.0 | ||
| Chevron Corp | 0.9 | ||
| Broadcom Inc | 0.8 | ||
| Home Depot Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 308 | 130.9 |
| (b) Individuals (high net worth individuals) | 392 | 874.0 |
| (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 | 1,921 | 1,004.9 |
| By Discretionary | ||
| Discretionary | 1,921 | 1,004.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,921 | 1,004.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,004.9 | |
| Total | 1,921 | 1,004.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001736648] |
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|---|---|---|
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NJ | 1.0 |
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Activest Wealth Management LLC
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FL | 1.0 |
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Regency Investment Advisors Inc
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CA | 1.0 |
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KWB Wealth
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Portland Global Advisors LLC
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ME | 1.0 |
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Strategic Financial Concepts LLC
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TX | 1.0 |
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Capital Wealth Management LLC
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RI | 1.0 |
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Onyx Bridge Wealth Group LLC
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NY | 1.0 |
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Tennessee Valley Asset Management Partners LLC
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TN | 1.0 |
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Reagan Companies Asset Management Inc
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NY | 1.0 |