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Francis Campbell

31 Years of Experience
Salado, TX
1 DisclosureMay Earn Commission

Francis Campbell is a registered investment advisor at Glasgow Partners, LLC, based in Salado, TX, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 6 clients with $100M in assets under management.

Compensation
Commission-BasedFixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$16.6M average
Assets Under Management
$99.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$5,000

Glasgow Partners' annual investment advisory fee is based on the total investable assets:

  • $5,000 on portfolios up to $5,000,000
  • $16,000-$25,000 on portfolios between $5,000,001 & $15,000,000
  • $25,000-$30,000 on portfolios between $15,000,001 & $25,000,000 Fees on portfolios greater than $25,000,000 are negotiable. The level of annual fees is negotiable.
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Location

Salado, TX

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History

Regulatory History (1)
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Customer Dispute
August 1997
Award / Judgment
Other Business Activities

Francis is the Chief Operating Officer (COO) of Unity Xchange, LLC, an online marketplace for commercial loan participations for credit unions, since 2013. He dedicates minimal time to this role, and it is not investment-related.

Employment History
Current Registrations
Glasgow Partners, LLC
February 2026 - Present · 3 mos
Previous Registrations
Glasgow Partners, LLC
April 2006 - December 2025 · 19 yrs 8 mos
Northwestern Mutual Investment Services,llc
April 2005 - October 2005 · 6 mos
Northwestern Mutual Investment Services, LLCBroker
April 2005 - October 2005 · 6 mos
H&r Block Financial Advisors, INC.
July 2003 - August 2003 · 1 mo
Rsm Mcgladrey, INC.
July 2002 - July 2003 · 1 yr
H&r Block Financial Advisors, INC.Broker
October 1992 - August 2003 · 10 yrs 10 mos
State Registrations1 state
TX
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.