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| Campion Asset Management LLC
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|---|---|
| CRD # | 134002 |
| SEC # | 801-64285 |
| CIK # | 0001843492 |
| AUM | $203.8 M (2025-07-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 703-828-1137 |
| Address | 3141 Fairview Park Drive Falls Church, VA 22042 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lockheed Martin Corp | 8.0 | ||
| Apple Inc | 3.6 | ||
| Microsoft Corp | 2.8 | ||
| Lilly Eli & Co | 2.3 | ||
| Exxon Mobil Corp | 1.9 | ||
| Procter & Gamble Co | 1.5 | ||
| J P Morgan Chase & Co | 1.4 | ||
| VISA Inc | 1.1 | ||
| Cisco Systems Inc | 1.0 | ||
| United Technologies Corp /DE/ | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 16.7 |
| (b) Individuals (high net worth individuals) | 42 | 161.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 5 | 25.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 266 | 203.8 |
| By Discretionary | ||
| Discretionary | 257 | 162.9 |
| Non-Discretionary | 9 | 40.9 |
| Total | 266 | 203.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.8 | |
| Total | 266 | 203.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843492] |
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|---|---|---|
|
Floyd Benjamin Joseph
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TX | 0.2 |
|
Carlsbad Wealth Advisory Group Inc
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CA | 0.2 |
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