RIA Intel›Advisers›Florida›CAMPOS FINANCIAL LLC

CAMPOS FINANCIAL LLC

Advisory

MIAMI, FL

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in FL

#2,332

of 2,610 advisers by AUM

Average account

$133K

across 37 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, NY, TX

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

26 clients

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

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Advisers of similar size in FL

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

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$5M

VICON CAPITAL PARTNERS LLC

$5M

1ST FINANCIAL LLC

NEW PORT RICHEY, FL

$5M

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