Campbell Newman Asset Management Inc
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
FINTRXOverview
Campbell Newman Asset Management Inc. is an institutional registered investment adviser that has been SEC-registered since 1972. The firm is owned by an individual and serves both individual/family clients and institutional investors. Its advisory offerings emphasize portfolio management for individuals, small businesses, and for corporate or institutional accounts. Fee arrangements include a mix of percentage-of-AUM fees, fixed fees, and other fee structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
1 of 1
Robin Harrison
Chief Compliance Office and Vice President of OperationsCRD 2212255
Contacts
3 of 4
Mary Brown
President, Portfolio ManagerCRD 4334665
John Bonnell
Director of Business DevelopmentCRD 4533472
Jeremy Ellis
Portfolio Manager, AnalystCRD 5964259
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1M in ETFs
100%
$1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $801K | 1,070 | 80.02% |
Location
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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