CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC

CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC of RICHMOND, VA is an SEC-registered investment adviser (CRD 293020). Regulatory assets under management: $745.1M.

Registration

• CRD: 293020
• SEC file number: 801-112661
• Type: Registered investment adviser
• Location: 8730 STONY POINT PARKWAY, SUITE 100, RICHMOND, VA, 23235
• Phone: 804-913-1114
• Latest filing: 2026-03-30
• Regulatory AUM: $745.1M
• Discretionary AUM: $578.1M
• Non-discretionary AUM: $166.9M
• Clients: 7
• Accounts: 1,855

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293020 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search