CAMPBELL NEWMAN ASSET MANAGEMENT INC

RIASEC RegisteredEst. 1972

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 a privately owned advisory firm that concentrates on equity portfolio management for both individuals/families and institutional clients. The firm has been SEC-registered since 1972 and operates under a mix of fee arrangements, including percentage of assets under management and fixed fees. Its stated advisory activities emphasize discretionary portfolio management for individuals, small businesses and institutional entities. Campbell Newman does not identify as an active ESG investor and is not listed as a multi-state adviser on filings, suggesting a more traditional, U.S.-domiciled investment focus. Investment posture is clearly equity-centric: the firm’s allocation preference is toward exchange-traded equities and individual stocks, and its public market exposure is driven by a concentrated set of holdings rather than a large ETF sleeve. Campbell Newman runs separate managed accounts and appears to structure client relationships around discretionary mandates.