Founded in 1987 by Clay Campbell, Campbell Capital Management (CCM) is a family-owned, multi-generational Registered Investment Advisor (RIA) dedicated to helping clients achieve lasting financial independence. As a fully independent, SEC-registered firm with nearly 40 years of partnership with LaSalle St. Securities and National Financial Services (Fidelity), CCM is built on trust, transparency, and accountability—bringing the highest level of care to every decision we make on behalf of our clients.
Campbell Capital Management is a financial advisory firm, we offer personalized investment management, tax consulting, and estate planning—all grounded in trust, transparency, and lifelong relationships. We create personalized wealth plans to fit your distinct goals and take a disciplined, no-nonsense approach to investing. We focus on preserving your capital, managing risk, and staying flexible in a constantly changing market. While we may use ETFs or mutual funds for diversification, we avoid costly Wall Street products with hidden fees. We provide full transparency, daily reconciliation, and complete independence at every step.
As fee-based money managers, we work with you to develop an investment approach that fits your goals.
“We work so you don’t have to” isn’t just a slogan—it’s our north star.
Schedule a ConsultationWe’re conservative investors who love stocks. Our team of CPAs and number-crunchers pores over financial statements and news reports—not marketing brochures.We treat our clients like family—because to us, they are.
We answer our phones 24/7 and manage our clients’ portfolios the same way we manage our own. When we buy or sell, it’s for everyone. Our own money is invested right alongside yours—true fiduciary alignment.
Clay Campbell
Chief Executive Officer
.jpg)
Kyle Campbell
President
%20(1).png)
Madeline Jusino
Director of Operations
We grow your wealth like our own—with trust, transparency & true fiduciary care.
