Derek Campbell
Twenty-Five Capital Partners · Newport Beach, California
Derek Campbell is a fee-only financial advisor at Twenty-Five Capital Partners in Newport Beach, California. Derek focuses on founders (pre-exit), equity compensation and tax planning. Twenty-Five Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Twenty-Five Capital Partners |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $54.6M across 172 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6424489 |
| Exams passed | Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | twenty-fivecapital.com |
| Profile |
How Derek's firm compares
- Twenty-Five Capital Partners's average account is about $317,000, from its Form ADV (assets managed divided by 172 accounts).
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Questions about Derek
Is Derek Campbell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Twenty-Five Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek's firm, Twenty-Five Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Derek Campbell based?
Derek Campbell is based in Newport Beach, California.
What does Derek specialize in?
Derek's specialties include founders (pre-exit), equity compensation, tax planning and estate & legacy planning. Derek works with founders.
Is Derek Campbell registered with the SEC?
Yes. Derek Campbell is registered as an investment adviser representative in CA (CRD 6424489), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Twenty-Five Capital Partners manage?
Twenty-Five Capital Partners reports $54.6M across 172 accounts in assets under management.
How do I contact Derek Campbell?
Through Derek's website, twenty-fivecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Twenty-Five Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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