Adviser and broker representative · Captrust
Kelly P. Campbell
CRD 2284105 · Alexandria, VA
At a glance
Kelly P. Campbell is an investment adviser representative with Captrust in Alexandria, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kelly’s SEC record dates to 2001, about 25 years ago. Kelly is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- CaptrustSince December 2024Alexandria, VA · $1.24T in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kelly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Captrust
- Quinn W. ArcherAlexandria
- Andrew J. AtarasAlexandria · Certified Financial Planner
- Nathan BlumenscheinAlexandria · Certified Financial Planner
- Richard L. ClementAlexandria · Certified Financial Planner
- Frances FangAlexandria · Certified Financial Planner
- Tyler J. FrechAlexandria · Certified Financial Planner
- Scott C. LemenAlexandria
- Meghan LuskAlexandria · Certified Financial Planner
Every advisor at Captrust →Captrust: assets, clients and custodians →CAPTRUST news, moves and payouts →Financial advisors in Alexandria, VA →Every Captrust advisor in Alexandria →Advisor Moves: who changed firms this week →