Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200193064
SEC advisor number
801-71121
FINRA CRD number
152956
AUM ?
$799.67 mm
(as of 2 Jan 24)
Accounts
1,987
(as of 2 Jan 24)
Employees
33
(10 investment advisory or research)
Address
Campbell Wealth Management
330 JOHN CARLYLE STREET
SUITE 400
ALEXANDRIA
VA 22314
330 JOHN CARLYLE STREET
SUITE 400
ALEXANDRIA
VA 22314
Phone
7035355300
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Dec 22
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
18 May 22