Campbell Newman Asset Management Inc

RIASEC RegisteredEst. 1972
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$978K
Accounts
1,475
Employees
9
Advisory reps
5

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
107003
Registered since
August 26, 1972
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI43.6%
  • Individuals31.09%
  • Corporations / Businesses16.97%
  • State / Municipal Government3.25%
  • Charitable Organizations3.11%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Campbell Newman Asset Management Inc is a privately held investment adviser that has been SEC-registered since 1972. The firm serves both individual/family and institutional clients and provides portfolio management for individuals, small businesses, and for business or institutional accounts. Its fee arrangements include asset-based fees, fixed fees and other fee structures. The adviser is not flagged as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activities. The firm’s ownership is listed as individual and it is organized as a corporation. It does not identify itself as a capital allocator in the provided data and is categorized as unclassified in the snapshot information.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 5%, US Government Bonds 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Robin Harrison

    Robin Harrison

    Chief Compliance Office and Vice President of OperationsCRD 2212255

Contacts

3 of 4
  • Rimas Milaitis

    Rimas Milaitis

    Director of ResearchCRD 2853891

  • Mary Brown

    Mary Brown

    PresidentCRD 4334665

  • John Bonnell

    John Bonnell

    Director of Business DevelopmentCRD 4533472

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$1M in ETFs

Passive

100%

$1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$801K1,07080.02%

Location

Primary office

Milwaukee, WI

Milwaukee

Location

Milwaukee, WI

Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Milwaukee
Address
330 E Kilbourn Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth