CAMPBELL ASSET MANAGEMENT, LLC
Adviser information for CAMPBELL ASSET MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 394 | $108.3M |
| Non-Discretionary | 4 | $846,622 |
| Total | 398 | $109.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 118 | $27.4M |
| HNW Individuals | 45 | $76.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.4M |
| Charitable organizations | 1 | $3.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $124,356 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-107560 |
|---|---|
| SEC ERA File Number | 801-107560 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 125052 |
| Legal Entity Identifier | None |
Principal Office
301 FOREST AVENUECHATTANOOGA
TN
United States
Monday - Friday, M-TH 8:30 AM - 5:00 PM, F 8:30 AM - 4:00 PM
Tel: 423-265-7931, Fax: 423-265-7932
Websites
Chief Compliance Officer
JAMES P. CAMPBELL III
PRINCIPAL, MANAGING MEMBER, CHIEF INVESTMENT OFFICER
301 FOREST AVENUE
CHATTANOOGA
TN
United States
Tel:
423-265-7931
Fax:
423-265-7932
J**@**************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CAMPBELL, JAMES, PERRY | Individual | – | PRINCIPAL, MANAGING MEMBER, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | 01/2003 | > 75% |