CAMPBELL CAPITAL MANAGEMENT INC

Adviser information for CAMPBELL CAPITAL MANAGEMENT INC last updated from Form ADV on January 11th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 263 $245.0M
Non-Discretionary 0 $0
Total 263 $245.0M

Clients

Type Number RAUM
Individuals 199 $69.2M
HNW Individuals 57 $144.9M
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 $1.6M
Charitable organizations 0 $0
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 6 $29.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-31473
SEC ERA File Number 801-31473
SEC CIK Numbers 826794
SEC CRD Numbers 106130
Legal Entity Identifier None

Principal Office

7301 SW 57TH CT.
STE 540
MIAMI
FL
United States
Monday - Friday, 9AM-5PM
Tel: 305-670-3140, Fax: 305-670-3142

Websites

Chief Compliance Officer

KYLE CAMPBELL
7301 SW 57TH CT.
SUITE 540
MIAMI
FL
United States
Tel: 305-670-3140
Fax: 305-670-3142
(Full email address available in API data)

Regulatory Contact

CLAY CAMPBELL
PRESIDENT, CIO
7301 SW 57TH CT.
SUITE 540
MIAMI
FL
United States
Tel: 305-670-3140
Fax: 305-670-3142
(Full email address available in API data)

Industry Affiliates

EDDIE ROMAGUERA PA Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CAMPBELL, CLAY, GILE Individual PRESIDENT 01/1992 > 75%
Campbell, Kyle, Dylan Individual CHIEF COMPLIANCE OFFICER 06/2020 < 5%

No. Employees, Historic

10502020202120222023202420253 on 3/25/20203 on 4/28/20203 on 4/28/20203 on 8/31/20203 on 8/31/20203 on 9/30/20203 on 10/1/20203 on 2/1/20213 on 3/30/20222 on 3/30/20232 on 7/19/20232 on 7/26/20232 on 1/11/2024

RAUM, Historic

300M150M0202020212022202320242025165600620 on 3/25/2020165600620 on 4/28/2020165600620 on 4/28/2020196481488 on 8/31/2020196481488 on 8/31/2020196481488 on 9/30/2020196481488 on 10/1/2020221644381 on 2/1/2021264142106 on 3/30/2022210948000 on 3/30/2023210948000 on 7/19/2023210948000 on 7/26/2023244976321 on 1/11/2024

No. Clients, Historic

3001500202020212022202320242025199 on 3/25/2020199 on 4/28/2020199 on 4/28/2020199 on 8/31/2020199 on 8/31/2020199 on 9/30/2020199 on 10/1/2020234 on 2/1/2021259 on 3/30/2022265 on 3/30/2023265 on 7/19/2023265 on 7/26/2023263 on 1/11/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADOBE INC COM 8M 15K
ADVANCED MICRO DEVICES INC COM 9M 58K
ALPHABET INC CAP STK CL C 33M 181K
AMAZON COM INC COM 4M 20K
APPLE INC COM 37M 175K
BRAEMAR HOTELS & RESORTS INC COM 808K 317K
DELL TECHNOLOGIES INC CL C 7M 54K
LYFT INC CL A COM 5M 355K
META PLATFORMS INC CL A 10M 19K
MICROSOFT CORP COM 24M 54K
PACER FDS TR US CASH COWS 100 5M 91K
GOLDMAN SACHS GROUP INC COM 5M 11K
UBER TECHNOLOGIES INC COM 3M 35K
BLACKSTONE INC COM 2M 14K
COCA COLA CO COM 3M 41K
INTUIT COM 7M 11K
ISHARES TR PFD AND INCM SEC 9M 285K
KKR & CO INC COM 9M 85K
LOWES COS INC COM 5M 24K
MCKESSON CORP COM 3M 4K
NUVEEN PFD & INCOME OPPORTUN COM 3M 399K
PACER FDS TR PAC ASSET FLTG 4M 80K
WEC ENERGY GROUP INC COM 5M 59K
AAR CORP COM 2M 29K
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K
BLOCK INC CL A 5M 84K
NOVO-NORDISK A S ADR 237K 2K
NETFLIX INC COM 4M 7K
COHEN & STEERS REIT & PFD & COM 1M 62K
ISHARES INC MSCI MEXICO ETF 3M 55K
AMERICAN AIRLS GROUP INC COM 453K 40K
CHEVRON CORP NEW COM 6M 40K
S&P GLOBAL INC COM 669K 2K
BEAZER HOMES USA INC COM NEW 628K 23K
VISTRA CORP COM 602K 7K
ASML HOLDING N V N Y REGISTRY SHS 511K 500
HOME DEPOT INC COM 585K 2K
BLACKSTONE SECD LENDING FD COMMON STOCK 591K 19K
RESMED INC COM 306K 2K
JOHNSON & JOHNSON COM 263K 2K
STRYKER CORPORATION COM 442K 1K
TESLA INC COM 347K 2K
GENERAL MLS INC COM 221K 3K
ENERGY TRANSFER L P COM UT LTD PTN 535K 33K
WATSCO INC COM 232K 500
PACER FDS TR METAURUS CAP 400 1M 30K
INVESCO QQQ TR UNIT SER 1 479K 1K
EATON VANCE CALIF MUN BD FD COM 829K 87K
E2OPEN PARENT HOLDINGS INC COM CL A 135K 30K