Charles R. Campbell

BLACKWATCH FINANCIAL GROUP

LISLE, IL 60532

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CRD#: 1767837

Professional summary

Charles Ross Campbell, who also goes by Chas Campbell, is a registered financial advisor currently at BLACKWATCH FINANCIAL GROUP, LLC located in Lisle, Illinois.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Charles has worked at 13 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chas 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 Charles Ross 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

April 26, 2024 - Present

BLACKWATCH FINANCIAL GROUP, LLC

Office #1: 4200 Commerce Court Suite 310, Lisle, IL 60532

RIA

CRD#: 327684

LISLE, IL

Past

February 9, 2024 - February 21, 2024

BLACKWATCH FINANCIAL GROUP, LLC

RIA

CRD#: 327684

LISLE, IL

Past

August 11, 2016 - February 14, 2024

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

NAPERVILLE, IL

Past

August 11, 2016 - February 14, 2024

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

NAPERVILLE, IL

Past

June 9, 2014 - August 5, 2016

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

OAK BROOK, IL

Past

June 9, 2014 - August 5, 2016

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

OAK BROOK, IL

Past

September 5, 2013 - May 2, 2014

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

OSWEGO, IL

Past

September 5, 2013 - May 2, 2014

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

OSWEGO, IL

Past

January 14, 2013 - September 6, 2013

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

CHICAGO, IL

Past

January 14, 2013 - September 6, 2013

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

CHICAGO, IL

Past

April 1, 2011 - December 31, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

CHICAGO, IL

Past

June 7, 2010 - December 31, 2012

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

CHICAGO, IL

Past

April 1, 2008 - May 7, 2010

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

AURORA, IL

Past

May 2, 2001 - March 27, 2008

FIFTH THIRD SECURITIES, INC.

CRD#: 628

WHEATON, IL

Past

July 2, 1999 - May 2, 2001

OLD KENT FINANCIAL ADVISORS

CRD#: 17039

GRAND RAPIDS, MI

Past

August 11, 1998 - July 6, 1999

WESTPORT FINANCIAL SERVICES, L.L.C.

CRD#: 38449

JACKSONVILLE, FL

Past

January 29, 1998 - August 10, 1998

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

August 12, 1996 - November 10, 1997

OLD KENT FINANCIAL ADVISORS

CRD#: 17039

GRAND RAPIDS, MI

Past

November 20, 1989 - August 15, 1996

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

March 21, 1988 - May 26, 1989

INDEPENDENCE ONE BROKERAGE SERVICES, INC.

CRD#: 17529

Past

February 15, 1988 - March 4, 1988

LEHMAN BROTHERS INC.

CRD#: 7506

Past

December 22, 1987 - February 15, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

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

Illinois
(4/26/2024)

IAR

Nevada
(4/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/31/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/17/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/4/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/1987

General Securities Representative Examination

Current Firm

BLACKWATCH FINANCIAL GROUP, LLC

CRD#: 327684 / SEC#: 801-128720

RIA

Registered Investment Advisory firm - (7/10/2024 Terminated)

Illinois

Registered Investment Advisory firm - (7/10/2024 Approved)

Nevada

Registered Investment Advisory firm - (4/21/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4200 Commerce Court Suite 310, Lisle, IL 60532

Mailing Address

Phone number

(630) 380-9430

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 21,819,120

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.

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Advisor Monitoring

Firm Stability Insights

Charles R. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Ross Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKWATCH FINANCIAL GROUP, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

HORNOR, TOWNSEND & KENT, LLC

FIFTH THIRD SECURITIES, INC.

OLD KENT FINANCIAL ADVISORS

WESTPORT FINANCIAL SERVICES, L.L.C.

HORNOR, TOWNSEND & KENT, LLC

OLD KENT FINANCIAL ADVISORS

CAPITAL BROKERAGE CORPORATION

INDEPENDENCE ONE BROKERAGE SERVICES, INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/31/2025

Series 66

Date: 3/17/2011

Series 63

Date: 1/4/1988

SIE

Date: 10/1/2018

Series 7

Date: 12/19/1987

Current Firm

BLACKWATCH FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLACKWATCH FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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