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| Campbell Newman Asset Management Inc
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|---|---|
| CRD # | 107003 |
| SEC # | 801-8825 |
| CIK # | 0000874791 |
| AUM | 1,442.4 M (2026-03-09) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 414-908-6670 |
| Address | 330 East Kilbourn Avenue Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000874791 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 78.7 | |
| KLA Tencor Corp | 61.9 | |
| Broadcom Inc | 60.7 | |
| Microsoft Corp | 55.4 | |
| Amphenol Corp /DE/ | 47.2 | |
| Eaton Corp Ltd | 44.1 | |
| Wisconsin Energy Corp | 43.5 | |
| United Technologies Corp /DE/ | 42.8 | |
| State Street Corp | 42.1 | |
| Williams Companies Inc | 41.7 | |
| Analog Devices Inc | 40.0 | |
| AbbVie Inc | 36.0 | |
| Motorola Inc | 35.4 | |
| Lowes Companies Inc | 34.6 | |
| Intercontinentalexchange Group Inc | 34.2 | |
| Texas Instruments Inc | 33.8 | |
| Emerson Electric Co | 33.1 | |
| PepsiCo Inc | 29.8 | |
| Nasdaq OMX Group Inc | 29.5 | |
| Lilly Eli & Co | 28.6 | |
| Wells Fargo & Co/MN | 27.3 | |
| Visa Inc | 25.1 | |
| Mastercard Inc | 23.8 | |
| Stryker Corp | 20.7 | |
| Starbucks Corp | 20.5 | |
| Moodys Corp /DE/ | 20.5 | |
| Jacobs Engineering Group Inc /DE/ | 19.7 | |
| Vulcan Materials Co | 18.0 | |
| Lennox International Inc | 17.6 | |
| Cognizant Technology Solutions Corp | 14.6 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,186 | 448.5 |
| (b) Individuals (high net worth individuals) | 236 | 628.9 |
| (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 | 22 | 28.5 |
| (h) Charitable organizations | 13 | 44.9 |
| (i) State or municipal government entities | 1 | 46.9 |
| (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 | 17 | 244.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,475 | 1,442.4 |
| By Discretionary | ||
| Discretionary | 1,475 | 1,442.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,475 | 1,442.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,442.4 | |
| Total | 1,475 | 1,442.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000874791] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
iCapital LLC
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MA | 1,452.6 M |
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Valley Wealth Strategies LLC
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CA | 1,447.8 M |
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Apollon Financial LLC
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SC | 1,447.0 M |
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Haven Global Partners LLC
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GA | 1,445.4 M |
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Fusion Family Wealth LLC
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NY | 1,441.4 M |
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Spirepoint Private Client LLC
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FL | 1,440.0 M |
|
Parkside Investments LLC
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IL | 1,437.6 M |
|
Bay Colony Advisory Group Inc
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MA | 1,434.9 M |
|
JGP Wealth Management LLC
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|
OR | 1,431.8 M |
|
Oak City Consulting LLC
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NC | 1,431.6 M |