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| Keyboard |
| Campbell Asset Management LLC
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|---|---|
| CRD # | 125052 |
| SEC # | 801-107560 |
| CIK # | |
| AUM | 146.0 M (2026-03-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 423-265-7931 |
| Address | 301 Forest Avenue Chattanooga, TN 37405-3922 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 29.3 |
| (b) Individuals (high net worth individuals) | 52 | 110.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.7 |
| (h) Charitable organizations | 1 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 416 | 146.0 |
| By Discretionary | ||
| Discretionary | 412 | 145.0 |
| Non-Discretionary | 4 | 1.1 |
| Total | 416 | 146.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 145.7 | |
| Total | 416 | 146.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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The Wealth Advisory Team LLC
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|
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Mercantile Advisors I LLC
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CornerStone Wealth Partners LLC
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|
Blue Wealth Inc
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|
Daniel KRUG & Associates Inc
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MI | 145.1 M |
|
Twin Cities Retirement Group LLC
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MN | 144.9 M |