RIA Intel›Advisers›Florida›CAMPBELL & ASSOCIATES, P.A., C.P.A.'S

CAMPBELL & ASSOCIATES, P.A., C.P.A.'S

Advisory

WINTER HAVEN, FL

Data as of Mar 21, 2026 · Source: SEC Form ADV

Rank in FL

#2,159

of 2,610 advisers by AUM

Average account

$944K

across 12 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 21, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$11M

Discretionary AUM$0

Non-Discretionary AUM$11M

Discretionary %0%

Total Clients12

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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