CAMPBELL CAPITAL MANAGEMENT INC

RIASEC RegisteredEst. 1988

Total AUM

$303M

Discretionary

$303M

100% of AUM

Avg account

$1.1M

Accounts

265

Employees

3

Advisory reps

1

Firm details

Headquarters: SOUTH MIAMI, Florida
CRD number: 106130
Registered since: April 1, 1988
Website: www.camcap.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI81.36%
Individuals18.64%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Campbell Capital Management Inc. is a privately owned advisory corporation that has been SEC-registered since 1988. The firm manages portfolios primarily for individuals, families and small businesses on a fee basis tied to assets under management. Its stated client focus is individual and family wealth rather than institutional or pension consulting. The adviser does not present itself as an ESG investor, is not multi-state registered, and is not structured as a capital allocator or related-adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Contacts

1 of 1

CLAY CAMPBELL
PrincipalCRD 1396558

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 6

Active vs passive

$24M in ETFs

Passive

100%

$24M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR GOLD TRUST (GLD)	State Street	Passive	Commodities Focused	$6.3M	14,675	26.31%

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Primary office

SOUTH MIAMI, FL

MIAMI DADE

Location

SOUTH MIAMI, FL

Headquartered in SOUTH MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: MIAMI DADE
Address: 7301 SW 57th Ct
Time zone: ET (UTC-5)
Office locations

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