CAMPBELL ADVISORY SERVICES, LLC

CAMPBELL ADVISORY SERVICES, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 174674). Regulatory assets under management: $9.5M.

Registration

• CRD: 174674
• Type: Registered investment adviser
• Location: 567 SAN NICOLAS DR, NEWPORT BEACH, CA, 92660
• Phone: 949-422-7580
• Latest filing: 2026-02-04
• Regulatory AUM: $9.5M
• Discretionary AUM: $9.5M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly, Fixed.

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 174674 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search