CAMPBELL & ASSOCIATES

CAMPBELL & ASSOCIATES of WINTER HAVEN, FL is an SEC-registered investment adviser (CRD 142086). Regulatory assets under management: $11.3M.

Registration

• CRD: 142086
• Type: Registered investment adviser
• Location: 201 AVENUE G, S.W., WINTER HAVEN, FL, 33880-3486
• Phone: 863-299-1238
• Latest filing: 2026-03-21
• Regulatory AUM: $11.3M
• Non-discretionary AUM: $11.3M
• Clients: 2
• Accounts: 12

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142086 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search