Kevin
Campbell
Homrich Berg
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About this Advisor
Kevin Campbell is a chartered financial analyst based out of Palm Beach Gardens, Florida with 2 years of relevant experience. Campbell is currently employed by Homrich Berg. Over the course of their career, Campbell has held roles at Genspring Family Offices, LLC, Suntrust Advisory Services, Inc, Suntrust Bank, Truist Advisory Services, Inc and Homrich Berg. Campbell is registered to work in Florida. Homrich Berg is a registered investment company headquartered in Atlanta, GA. The investment advisory business has offices in four locations and a total of 171 people on staff. It controls $13 billion in total assets across its 15,429 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 89 charities and foundations. Of its 15,429 client accounts, 59% are held by high-net-worth individuals who have greater than $1 million in assets. Homrich Berg provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which service is offered. Fee types billed by Homrich Berg likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Homrich Berg Brokerage Details
$12,528,313,663
171
15,429
$811,998
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Kevin Campbell Work History
Kevin has been registered as a financial advisor for 2 years.*
Homrich Berg
Truist Advisory Services, Inc
Suntrust Advisory Services, Inc
Suntrust Bank
Suntrust Advisory Services, Inc
Suntrust Bank
Genspring Family Offices, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Homrich Berg
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Alpharetta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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