Campbell Deegan Wealth Management, LLC
Campbell Deegan Wealth Management, LLC is an independent fiduciary and Registered Investment Advisory (RIA) firm headquartered in Richmond, Virginia. Founded around 2011-2012, the firm offers customized financial planning and portfolio management services, with particular focus on multigenerational wealth strategies to ensure clients' financial legacies endure. The team comprises around 6 financial advisors and a total of approximately 9 employees, serving over 1600 clients including individuals, families, and businesses.
Investment Strategy
Campbell Deegan Wealth Management, LLC follows a highly personalized, client-centric investment approach. Their strategy emphasizes deep, consultative conversations to understand every facet of a client's financial life before creating tailored portfolios and financial plans. As fiduciaries, they provide objective advice and comprehensive wealth management, focusing on achieving long-term financial goals for individuals, families, retirement plans, and small businesses. The firm manages assets for both discretionary and non-discretionary accounts, engages in financial planning, portfolio management, retirement planning, and offers credit and cash management solutions while prioritizing risk management and legacy preservation.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPGP | INVESCO EXCHANGE TRADED FD T | 19.69% | $20.0M | 185,634 | $104.73 | $107.70 | +$2.5M |
F FDLO | FIDELITY COVINGTON TRUST | 19.46% | $19.8M | 314,733 | $60.66 | $62.80 | +$1.3M |
V VTV | VANGUARD INDEX FDS | 17.60% | $17.9M | 101,146 | $169.66 | $176.74 | +$909.9K |
H HELO | J P MORGAN EXCHANGE TRADED F | 11.76% | $11.9M | 190,788 | $61.70 | $62.58 | +$5.3M |
V VUG | VANGUARD INDEX FDS | 7.30% | $7.4M | 16,905 | $411.86 | $438.40 | +$1.5M |