Donald Campbell
Twenty-Five Capital Partners · Newport Beach, California
Donald Campbell is a fee-only financial advisor at Twenty-Five Capital Partners in Newport Beach, California. Donald 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 1268653 |
| Exams passed | Series 63 (1984) · Series 65 (1994) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | twenty-fivecapital.com |
How Donald'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 Donald
Is Donald Campbell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald 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 Donald charge for financial advice?
Donald's firm, Twenty-Five Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donald Campbell based?
Donald Campbell is based in Newport Beach, California.
What does Donald specialize in?
Donald's specialties include founders (pre-exit), equity compensation, tax planning and estate & legacy planning. Donald works with founders.
Is Donald Campbell registered with the SEC?
Yes. Donald Campbell is registered as an investment adviser representative in CA (CRD 1268653), 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 Donald Campbell?
Through Donald'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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