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Clay Campbell

36 Years of Experience
South Miami, FL

Clay Campbell is a registered investment advisor at Campbell Capital Management INC, based in South Miami, FL, with 36 years of industry experience. Clay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 263 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
263 clients
Average Client Portfolio
$941K average
Assets Under Management
$247.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable and depend on the complexity of the client's account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7301 SW 57th Ct, Suite 540, South Miami, FL, 33143

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Clay is associated with Campbell Capital Management, a registered investment advisor (RIA), and BSC Partners, LLC, a real estate company.

Employment History
Current Registrations
Campbell Capital Management INC
August 1989 - Present · 36 yrs 9 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Clay Campbell - Financial Advisor | TrueAdvisor