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 Registered Investment Adviser that has been operating since 2016. The firm serves a mixed client base of individuals, families and institutions, and offers both financial planning and discretionary portfolio management across smaller private clients and business or institutional accounts. Its advisory services also include pension consulting and educational seminars and workshops, and the firm lists accountant services among its business activities. Investment-wise, Campbell Asset Management favors equity exposure and uses a mix of managed portfolios and exchange-traded instruments. The firm is not positioned as an active ESG investor and is structured as an owner-operated limited liability company rather than part of a larger capital allocator. Fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee options, which supports handling a range of client needs from project-based financial planning to ongoing discretionary management.