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Campbell Deegan Financial

Updated today

Client assets under management

$742,789,069

Clients

766

25% high-net worth

Advisors

4

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

192

Very High

Average account size

$969,699

About

Campbell Deegan provides comprehensive wealth management and financial planning to individuals, families, business entities and retirement plans, delivering portfolio management on both discretionary and non‑discretionary bases. The firm reports approximately $745 million in assets under management across about 766 client relationships and offers services that include retirement, tax, estate, education and business planning as well as access to private investment funds.

The firm’s investment process emphasizes fundamental analysis and diversification across mutual funds, ETFs, individual securities, private investment funds and, when appropriate, Independent Managers; it implements client‑specific allocations from conservative to aggressive model strategies and conducts ongoing monitoring with at least annual formal reviews. Campbell Deegan also discloses the potential use of margin and options in some strategies and serves as an ERISA/IRC fiduciary for retirement accounts.

Campbell Deegan is an indirect, wholly‑owned subsidiary of Focus Financial Partners, a corporate structure that connects it to other Focus entities—including registered advisers, broker‑dealers, pension consultants and firms that manage private funds—and to resources made available through that network. Compared with many team firms, it combines a relatively compact advisory team with a large client roster and material AUM, and it discloses receipt of technology and operational benefits from custodians and participation in Focus‑sponsored industry events, which may influence access to research, managers and third‑party services.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Wealth management

Fee options

Percentage

Up to 2.00% annually depending on portfolio size and services

Main office location

Campbell Deegan Financial

8730 Stony Point Parkway, Suite 100

Richmond VA 23235, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Nebraska · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sean C

Series 66

Richmond, VA

Campbell Deegan Financial

Sean Campbell is a financial advisor at Campbell Deegan Financial with 27 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments before joining Campbell Deegan Wealth Management in 2018. Campbell Deegan provides comprehensive wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates. The firm employs a fundamental analysis approach with diversified model strategies ranging from conservative to aggressive and manages both discretionary and non-discretionary portfolios.

Options & derivatives strategies Wealth management
user avatar

Mary Gordon S

Series 65, Series 66

Richmond, VA

Campbell Deegan Financial

Mary Gordon Seay is a financial advisor at Campbell Deegan Financial in Richmond, VA, with 11 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Merrill Lynch from 2013 to 2017. Since 2017, she has been with Campbell Deegan Financial and Purshe Kaplan Sterling Investments. Campbell Deegan Financial provides wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates. The firm employs a diversified investment approach based on fundamental analysis and offers both discretionary and non-discretionary portfolio management.

Options & derivatives strategies Wealth management
user avatar

Andrew B

Series 66

Richmond, VA

Campbell Deegan Financial

Andrew Blain is a financial advisor at Campbell Deegan Financial in Richmond, VA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Campbell Deegan Financial provides wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates, using a diversified investment approach that incorporates fundamental analysis and a range of model strategies. The firm manages over $650 million in assets for approximately 739 clients with a team of three advisors.

Options & derivatives strategies Wealth management
user avatar

Timothy D

Series 66

Richmond, VA

Campbell Deegan Financial

Timothy Deegan Jr. is a financial advisor at Campbell Deegan Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. He is also an adjunct professor at Virginia Commonwealth University, teaching finance majors about investments and current financial events. Campbell Deegan provides comprehensive wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates. The firm employs a fundamental analysis-based investment approach with diversified model strategies and serves as a fiduciary for ERISA and retirement-account clients.

Options & derivatives strategies Wealth management
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