Data / Investment advisers / Virginia / Campbell Deegan Financial
Campbell Deegan Financial, Richmond, VA: $745 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Campbell Deegan Financial is an SEC registered investment adviser with its main office in Richmond, Virginia and reports $745 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Campbell Deegan Financial (CRD number 293020): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 293020
- SEC file number
- 801-112661
- SEC status
- Approved, effective March 26, 2018
- Legal name
- Campbell Deegan Wealth Management, LLC
- Main office
- 8730 Stony Point Parkway Suite 100, Richmond, VA 23235
- Phone
- (804) 913-1114
- Regulatory AUM
- $745,050,833 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $578,145,172
- Non discretionary AUM
- $166,905,661
- Accounts
- 1,855
- Employees
- 7, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 195 | $568.7 million |
| Individuals (other than high net worth individuals) | 571 | $174.1 million |
| Corporations or other businesses | 4 | $2.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $745.1 million | March 30, 2026 |
| December 1, 2025 | $653.6 million | March 20, 2025 |
Other advisers in Richmond
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alpha Omega Wealth Management, LLC | Richmond | $1.02 billion | Not listed | adviserinfo.sec.gov |
| Nasdaq Dorsey Wright | Richmond | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Covenant Wealth Advisors | Richmond | $909.6 million | Not listed | adviserinfo.sec.gov |
| 3chopt Investment Partners LLC | Richmond | $889.4 million | Not listed | adviserinfo.sec.gov |
| Blue Edge Capital, LLC | Richmond | $765.1 million | Not listed | adviserinfo.sec.gov |
| Crow's Nest Holdings LP | Richmond | $636.6 million | 2 | adviserinfo.sec.gov |
| Juno Financial Group LLC | Richmond | $541.9 million | Not listed | adviserinfo.sec.gov |
| Founders Grove Wealth Partners, LLC | Richmond | $532.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Richmond, VA
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Campbell Deegan Financial on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.