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| Happy Holidays!! thanks for using AUM13F!! |
| Campbell Asset Management LLC
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| CRD # | 125052 |
| SEC # | 801-107560 |
| CIK # | |
| AUM | $126.9 M (2025-03-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 423-265-7931 |
| Address | 301 Forest Avenue Chattanooga, TN 37405-3922 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 32.4 |
| (b) Individuals (high net worth individuals) | 45 | 87.8 |
| (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 | 2 | 1.6 |
| (h) Charitable organizations | 1 | 5.0 |
| (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 | 401 | 126.9 |
| By Discretionary | ||
| Discretionary | 397 | 125.9 |
| Non-Discretionary | 4 | 1.0 |
| Total | 401 | 126.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 126.6 | |
| Total | 401 | 126.9 |
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|---|---|---|
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CT | 0.1 |
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CO | 0.1 |
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0.1 | |
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Schmitz Capital Partners LLC
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CA | 0.1 |
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Metanoia Financial LLC
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0.1 |