Campbell Capital Management Inc

Overview

Campbell Capital Management Inc is an independent, SEC-registered registered investment adviser that has been operating since 1988. The firm is owned by an individual and focuses on fee-based portfolio management for individual and family clients, as well as small businesses. Its business model centers on discretionary management charged as a percentage of assets under management. Campbell Capital does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not present itself as a capital allocator or pension consultant. The firm's advisory activity is concentrated on direct portfolio management for private clients rather than wholesaling or institutional consulting. The available filings indicate an equity-first posture across client portfolios and a hands-on approach to selecting public securities and pooled products to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives