CAMPBELL DEEGAN FINANCIAL

Legal name: CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC

CRD 293020File 801-112661

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$745.1M

Above cohort median (national)

Discretionary AUM

$578.1M

Non-discretionary $166.9M

Clients

770

1,855 accounts

Employees

Above cohort median in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Mar 26, 2018
Principal office: 8730 STONY POINT PARKWAY, SUITE 100, RICHMOND, VA, 23235
Phone: 804-913-1114
Website: https://www.linkedin.com/company/focus-financial-partners

Assets & accounts

ADV Item 5F

Total regulatory AUM: $745.1M
Discretionary AUM: $578.1M
Non-discretionary AUM: $166.9M
Discretionary accounts: 1,548
Non-discretionary accounts: 307
Total accounts: 1,855
AUM per client: $968K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.3M
High net worth individuals	195	$568.7M
Individuals (other than high net worth individuals)	571	$174.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.