Daniel Wain Campbell

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 08/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 08/2024 → 06/2025
  Waypoint Wealth Partners
  Mill Valley, CA
• 07/2025 → Present
  Beacon Pointe Advisors, Llc
  Mill Valley, CA

Previous Registrations

• 2024-08-15 → 2025-07-08
  Waypoint Wealth Partners
  Mill Valley, CA
  Colorado Springs, CO
• 2021-10-07 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Colorado Springs, CO

Designations

• Chartered Financial Analyst