David
Campbell

Dimensional Fund Advisors Lp

CRD#2658694
Investment Advisor
in Austin, TX

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About this Advisor

David Campbell is a certified financial planner operating out of Austin, Texas, with a total of 12 years of financial industry experience. Campbell is on the advisory team at Dimensional Fund Advisors Lp. They have spent all of their employment at Dimensional Fund Advisors Lp. Campbell maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Dimensional Fund Advisors Lp is a company operating in Austin, Texas. The company has offices in two locations and a total of 1,037 advisors. It manages $743 billion in assets under management across its 524 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises five charities and foundations. Of its 524 client accounts, 23% are held by high-net-worth investors who have at least $1 million in assets. The business offers a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules are based on the services. Fee types charged by Dimensional Fund Advisors Lp likely include some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$743,326,749,818

TX Average: $3,042,739,679
Total Number of Employees

1,037

TX Average: 49
Total Number of Accounts

524

TX Average: 2,315
Average Account Size

$1,418,562,500

TX Average: $1,314,358

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Investment Advisory 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

David Campbell Work History

David has 12 years of experience.

2010 - Present (12 years)

Dimensional Fund Advisors Lp

Disclosures

David Campbell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Russell Brockett
Austin, TX
Stephen Kosoris
Austin, TX
Stephen De Man
Austin, TX
David Sullivan
Austin, TX
John Stewart
Austin, TX
Dennis Chamberlain
Austin, TX
Melissa Spring
Austin, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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