Campbell Asset Management Fees & Minimum

Overview

Headquarters: Chattanooga, TN
Total Firm Assets: $146 million
Average High-Net-Worth Client Portfolio Size: $2.1 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: ADV PART 2A (2026-08-04) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$5,000,000	1.00%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$50,000	1.00%
$10 million	$75,000	0.75%
$50 million	$275,000	0.55%
$100 million	$525,000	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 75.32%
Number of High-Net-Worth Clients: 52
Total Client Accounts: 416
Discretionary Accounts: 412
Non-Discretionary Accounts: 4

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number: 125052

ADV PART 2A (2026-08-04) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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Campbell Asset Management, LLC