Campbell Newman Asset Management Inc

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$978K

Accounts

1,475

Employees

Advisory reps

Firm details

Headquarters: Milwaukee, Wisconsin
CRD number: 107003
Registered since: August 26, 1972
Website: www.campbellnewman.com
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 an institutional registered investment adviser that provides fee-based portfolio management to both individuals/families and institutional clients. The firm is registered with the SEC (registered in 1972) and operates as a corporation owned by an individual. Its stated fee arrangements include percentage-of-AUM billing, fixed fees, and other fee structures. Campbell Newman is not identified as a capital allocator and does not describe itself as an active ESG investor. The firm’s advisory mandate emphasizes direct portfolio management for individuals, small businesses, and institutional entities rather than acting primarily as an allocator to external managers. Its filings indicate a preference for managing client assets on a discretionary basis.