Brian
Campbell

Bryn Mawr Capital Management, LLC

CRD#2703000
Investment Advisor
in Berwyn, PA

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About this Advisor

Brian Campbell is a financial advisor based in Berwyn, Pennsylvania, working with Bryn Mawr Capital Management, LLC. Brian has previously held a position at The Vanguard Group, Inc. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware and Pennsylvania. Currently, Brian is part of Bryn Mawr Capital Management, LLC, which operates out of Berwyn, Pennsylvania. The firm has 5 offices and 50 employees. The firm manages assets totaling $3.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Bryn Mawr Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1436 Lancaster Avenue
Berwyn, PA 19312

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Bryn Mawr Capital Management, LLC Brokerage Details

Total Assets Under Management

$3,035,760,870

PA Average: $15,833,994,310
Total Number of Employees

50

PA Average: 41
Total Number of Accounts

3,390

PA Average: 3,342
Average Account Size

$895,505

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Brian Campbell Work History

2013 - Present (11 years)

The Vanguard Group, Inc

Disclosures

Please visit the SEC profile of Brian 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 Bryn Mawr Capital Management, LLC

Cade Reed
Philadelphia, PA
Quiaunna Powell
Rehoboth Beach, DE
Joseph Furey
Philadelphia, PA
Christopher Krumenacker Jr
Philadelphia, PA
Sony Mathew
Philadelphia, PA
Seth Dadds
Wilmington, DE
Brian Campbell
Berwyn, PA
Erik O'Neal
Philadelphia, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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