# Campbell Financial Partners

Campbell Financial Partners is a Bank / Wealth / Trust based in Fort Myers, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Myers, United States
- **Region:** North America
- **Address:** Fort Myers, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** campbellfp.com
- **LinkedIn:** https://www.linkedin.com/company/campbell-financial-partners-llc

## Regulatory record

- **CRD number:** 142889
- **SEC file number:** 801-112579
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-05T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142889

## About

Campbell Financial Partners was established in 2006. It operates as a Florida-based wealth manager. The firm supplies investment advisory services that include asset management, investment management, and portfolio management. It serves individuals, high-net-worth individuals, and corporations. No additional offices or team size data appear in available records. No dated operational events from the last 24 months are recorded.

## Questions

### Who runs investment decisions at Campbell Financial Partners?

No named principals or CIO are disclosed in available records.

### What asset classes does Campbell Financial Partners deploy into?

Available records list only general investment advisory and portfolio management without named asset classes.

## Related profiles

- [Campbell Asset Management](https://altss.com/profile/campbell-asset-management)
- [Campbell Global](https://altss.com/profile/campbell-global)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/campbell-financial-partners

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