Overview
Assets Under Management: $146 million
Headquarters: CHATTANOOGA, TN
High-Net-Worth Clients: 52
Average Client Assets: $2.1 million
Frequently Asked Questions
CAMPBELL ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125052), CAMPBELL ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CAMPBELL ASSET MANAGEMENT, LLC is headquartered in CHATTANOOGA, TN.
CAMPBELL ASSET MANAGEMENT, LLC serves 52 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, CAMPBELL ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
CAMPBELL ASSET MANAGEMENT, LLC manages $146 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, CAMPBELL ASSET MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.32%
Average Client Assets: $2.1 million
Total Client Accounts: 416
Discretionary Accounts: 412
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 125052
Filing ID: 2054202
Last Filing Date: 2026-03-05 14:46:29