HTTPS://WWW.FACEBOOK.COM/CAMPBELL-WEALTH-MANAGEMENT-260075957396036/ • ALEXANDRIA, VA • Investment Advisor How do I update this listing?
Campbell Wealth Management is based out of Alexandria. Campbell Wealth Management is a large advisory firm with 393 clients and discretionary assets under management (AUM) of $366,960,204 (Form ADV from 2019-03-27). Their last reported 13F filing for Q1 2019 included $376,095,000 in managed 13F securities and a top 10 holdings concentration of 87.99%. Campbell Wealth Management's largest holding is Schwab U.S. Large-Cap ETF with shares held of 1,391,850. Whalewisdom has at least 2 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15
|Performance for Q1 2019:||3.52%|
|Performance Last 4 Quarters:||0.0%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Corporation|
|Number of employees:||22|
|Other Business Activities:||registered representative of a broker-dealer,insurance broker or agent|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Fixed fees,WORKSHOPS AND SEMINARS|
|Amount of client funds and securities:||139,972,000|
|Total Number of Clients:||393|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|