Campos Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,906,074
Clients
26
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$188,695
About
Campos Financial provides financial planning and discretionary portfolio management primarily for individuals and families, while also working with small business owners, trusts, foundations and other institutional clients. Services include comprehensive and modular financial plans, occasional educational seminars, and ongoing management of brokerage accounts under discretionary authority.
The firm’s investment approach centers on low-cost, diversified ETFs and asset-allocation strategies with periodic monitoring and rebalancing to maintain agreed risk profiles. When client needs require individual stocks or bonds, Campos Financial recommends and coordinates outside sub-advisors (the brochure cites examples such as PIMCO or BlackRock) to manage those specific accounts while remaining the primary advisor on the relationship.
Noteworthy aspects include a contractual affiliation with another investment adviser (the principal provides services through Origin Financial) and a related real estate entity (the principal is a managing member of a real estate LLC), both of which the brochure discloses and says are managed through due diligence and disclosure. The firm also operates at a small scale—managing roughly $4.9 million in discretionary assets for a limited client base—yet explicitly includes institutional clients (charities, trusts, foundations) in its client types, a mix that is less common among solo independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Debt management
Student loan debt
College savings (529s, UTMA, etc.)
General retirement planning
Concentrated stock management
Occupation focus
Founder/Business Owner
Demographic focus
Young Families
Fee options
$200 - $2,000 per financial plan
$0 - $250,000: 0.95% (95 basis points) annually $250,001 - $1,000,000: 0.80% (80 basis points) annually $1,000,001+: 0.70% (70 basis points) annually
$200 per hour, billed in 30-minute increments
Main office location
Campos Financial
8950 Sw 74 Th Court, Suite 2201 #B6
Miami FL 33156-3181, United States
Number of offices
1
Most active in
Campos Financial has reported serving >5 clients in these states in the last 12 months.
California · Florida · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Forms ADV
Quick links
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