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Donald P. Campbell

TWENTY-FIVE CAPITAL PARTNERS
NEWPORT BEACH, CA 92663
Some features on this profile are disabled
CRD#: 1268653
DC

Professional summary


Donald Patrick Campbell, who also goes by Donald P Campbell, is a registered financial advisor currently at TWENTY-FIVE CAPITAL PARTNERS located in Newport Beach, California.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Donald has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Donald P Campbell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Donald Patrick Campbell's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 17, 2026 - Present

TWENTY-FIVE CAPITAL PARTNERS

Office #1: 417 29th Street, Newport Beach, CA 92663
RIA
CRD#: 338735
NEWPORT BEACH, CA
Past

March 5, 2012 - February 3, 2026

MORGAN STANLEY

RIA
CRD#: 149777
Hilton Head Island, SC
Past

March 5, 2012 - February 3, 2026

MORGAN STANLEY

BD
CRD#: 149777
Hilton Head Island, SC
Past

July 8, 1997 - March 7, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
COSTA MESA, CA
Past

June 20, 1984 - March 7, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
COSTA MESA, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/17/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/3/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 4/7/2000
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


TC
TWENTY-FIVE CAPITAL PARTNERS
TWENTY-FIVE CAPITAL PARTNERS | TWENTY-FIVE CAPITAL PARTNERS, LLC

CRD#: 338735 / SEC#: 801-134731

RIA
Registered Investment Advisory firm - (11/24/2025 120-Day Approval)
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Contact information


Main Address
417 29th Street, Newport Beach, CA 92663
Mailing Address
Phone number
(925) 577-6909
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (11/26/2025)
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TWENTY-FIVE CAPITAL PARTNERS

CRD#: 338735Newport Beach, CA 92663

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Contact information


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