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Craig Campbell

48 Years of Experience
Midland, TX
Broker

Craig Campbell is a registered investment advisor at Ashton Thomas Securities, LLC, based in Midland, TX, with 48 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,282 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
72 advisors
Number of Clients
2,282 clients
Average Client Portfolio
$815K average
Assets Under Management
$1.9B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.99%

Maximum annual advisory fees vary by program: FB1 up to 1.50%, FB2 up to 1.25%, FB3 up to 1.00%, Managed ETF up to 1.50%, Morningstar Portfolios up to 1.50%, and AS8/AS9/Non-wrap/Wrap programs up to 2.99%. Fees are negotiable.

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

415 West Wall Street, Suite 2120, Midland, TX, 79701

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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

Craig is involved in various investment-related activities, including managing family assets through Campbell Family MGMT LLC, Campbell Family Properties LP, and Campbell Family Oil & Gas LP. He also receives oil and gas royalty payments from several companies and is an investor in oil and gas investments.

Employment History
Current Registrations
Ashton Thomas Securities, LLC
September 2024 - Present · 2 yrs 1 mo
Ashton Thomas Securities, LLCBroker
September 2024 - Present · 2 yrs 1 mo
Ashton Thomas Private Wealth
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2010 - June 2024 · 13 yrs 8 mos
Wells Fargo Advisors
October 2010 - June 2024 · 13 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1987 - October 2010 · 23 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1987 - October 2010 · 23 yrs 1 mo
Prudential-Bache Securities INC.Broker
May 1984 - September 1987 · 3 yrs 4 mos
E. F. Hutton & Company INCBroker
June 1981 - May 1984 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - August 1981 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
June 1978 - September 1978 · 3 mos
State Registrations10 states
ARCACOFLMDMINVTNTXUT
AdvisorBrokerBoth

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.
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