Campbell Deegan Financial

Campbell Deegan Wealth Management, LLC, operating as Campbell Deegan Financial, is a registered investment adviser established as a subsidiary of Focus Financial Partners, LLC. The firm offers financial planning, consulting, and investment management services. Clients must sign an Advisory Agreement and open a brokerage account with Fidelity or an approved broker-dealer. As of December 31, 2024, the firm managed $524,306,218 in discretionary assets and $129,287,734 in non-discretionary assets. Investment strategies include fundamental analysis and a diversified approach across asset classes. Clients pay an annualized fee of up to 2.00% based on assets under management. Campbell Deegan may negotiate fees based on certain criteria. The firm may use margin and offers services to individuals, corporations, pension plans, and trusts without imposing a minimum portfolio value. The firm follows a Code of Ethics and does not provide performance-based fees. Clients maintain control over account decisions and receive regular account reviews. The firm does not vote on client securities and has no financial conditions impairing its ability to meet client commitments. Campbell Deegan does not have a history of bankruptcy petitions or disciplinary events.