CAMPION ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- FAIRFAX, Virginia
- CRD number
- 134002
- Registered since
- March 23, 2006
- Website
- www.campionam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.52%
- Charitable Organizations13.92%
- Individuals7.56%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Campion Asset Management, LLC is an independent registered investment adviser formed in 2006 and organized as an LLC. The firm advises both individual and family clients as well as institutional mandates, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Campion is not structured as a capital allocator; instead it primarily implements portfolios using externally managed investments and mutual fund/ETF vehicles. Fee arrangements are flexible and include asset-based charges alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. Campion’s operating profile is consistent with a small-to-mid sized RIA that blends planning work with ongoing portfolio oversight.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds72%
- Exchange Traded Equities24%
- US Government Bonds3%
- Cash & Cash Equivalents1%
Contacts
3 of 3Alyssa Tharp
Portfolio Management AnalystCRD 8054049
TERENCE BURNS
President & FounderCRD 4953955
Michael Burns
Portfolio Management AnalystCRD 6975962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$98.8M in ETFs
100%
$98.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $15.7M | 233,105 | 15.94% |
Location
FAIRFAX, VA
FAIRFAX CITY
Location
FAIRFAX, VA
Headquartered in FAIRFAX, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX CITY
- Address
- 11325 Random Hills Rd
- Time zone
- ET (UTC-5)
- Office locations
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