Campbell & Associates

Overview

Campbell & Associates is a state registered investment adviser based in Winter Haven, FL, registered since 1998. It reports $11.3M in assets under management across 12 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$11.3M

Accounts

12

Average account

$944K

Employees

2

Advisory reps

2

Registered since

1998

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Robert T Campbell President CRD 2987739
• Karen Premuto Vice President CRD 2987737

Advisory reps 2 of 2

• Robert T Campbell Investment Adviser Rep CRD 2987739
• Karen Premuto Investment Adviser Rep CRD 2987737

Location

Headquarters

201 Avenue G SW
Winter Haven, FL 33880

County

Polk

Metro area

Lakeland-Winter Haven, FL

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: campbellcpa.biz

Every state, with registration dates

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