CAMPBELL ASSET MANAGEMENT LLC
ST. PETERSBURG, FLORIDA

Campbell Asset Management LLC is a Florida-based investment advisory firm established with the vision of providing personalized financial planning and investment advice free from conflicts commonly found in traditional brokerage firms. Founded by Jim Campbell in 2003, after gaining experience at a Wall Street firm, the company embodies a commitment to client-focused wealth management solutions. The firm experienced growth through strategic mergers, most notably with Rooks Wealth Management LLC in 2015, which combined their expertise and resources under the banner of Campbell Rooks. This merger brought Brad's distinctive approach as a principal at the company, further enhancing its service offering. Brad joined the financial planning sphere in 2009 at Rooks Wealth Management and has since contributed significantly through his understanding of business complexities, honed during his tenure running a business while attending Auburn University. Campbell Asset Management operates from St. Petersburg, FL, in Pinellas County with company filings registered in Florida under the status code 'FLAL', having been incorporated on May 12, 2010. The firm's administrative functions are conducted from its mailing address at 949 41st Ave N, ST. PETERSBURG, FL. The company maintains a proactive communications approach, offering contact through phone (423) 265-7931 and providing resources and information via their website at campbellassetmanagement.com. As of the last annual report filed on February 2, 2024, for the year 2024, Campbell Asset Management continues to uphold its mission under the stewardship of Manager Matthew M. Campbell. With a dedication to comprehensive financial planning and qualified retirement plans design — including 401ks and defined benefit schemes — the firm remains an integral part of the St. Petersburg business community.