Campion Asset Management, LLC
Firm details
- Headquarters
- Fairfax, Virginia
- CRD number
- 134002
- Registered since
- March 23, 2006
- Website
- www.campionam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.52%
- Charitable Organizations13.92%
- Individuals7.56%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Campion Asset Management, LLC is an independent registered investment adviser that began SEC registration in 2006. The firm serves individuals, families and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include traditional percentage-of-AUM billing as well as hourly and fixed-fee options. Campion identifies itself as a single-state adviser (not multi-state) and does not present itself as a capital allocator. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities24%
- US Government Bonds3%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Alyssa Tharp
Portfolio Management AnalystCRD 8054049
Terence Burns
President & FounderCRD 4953955
Michael Burns
Portfolio Management AnalystCRD 6975962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$114M in ETFs
100%
$114M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $18.5M | 239,666 | 16.23% |
Location
Fairfax, VA
Fairfax City
Location
Fairfax, VA
Headquartered in Fairfax, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax City
- Address
- 11325 Random Hills Rd
- Time zone
- ET (UTC-5)
- Office locations
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