Campbell Asset Management, LLC

RIASEC RegisteredEst. 2016

Total AUM

$146M

Discretionary

$145M

99% of AUM

Avg account

$351K

Accounts

416

Employees

Advisory reps

Firm details

Headquarters: Chattanooga, Tennessee
CRD number: 125052
Registered since: April 11, 2016
Custodians: CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.32%
Individuals20.06%
Charitable Organizations3.38%
Pension & Profit Sharing Plans1.17%
Corporations / Businesses0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Campbell Asset Management, LLC is an independent, SEC-registered registered investment adviser structured as an LLC and operating since 2016. The firm serves both individual & family clients and institutional investors, and combines advisory work with accounting services. Its advisory offerings include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting services, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor.