CAMPION ASSET MANAGEMENT, LLC
Adviser information for CAMPION ASSET MANAGEMENT, LLC last updated from Form ADV on March 19th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 262 | $151.2M |
Non-Discretionary | 11 | $37.9M |
Total | 273 | $189.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 59 | $17.6M |
HNW Individuals | 41 | $146.2M |
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 | 0 | $0 |
Charitable organizations | 5 | $25.3M |
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 | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
3141 FAIRVIEW PARK DRIVESUITE 310
FALLS CHURCH
VA
United States
BY APPOINTMENT ONLY, 9:00 AM TO 4:30 PM
Tel: 703-828-1137, Fax: None
Websites
Chief Compliance Officer
TERENCE E. BURNS
PRESIDENT/MANAGING MEMBER/CHIEF INVESTMENT OFFICER
3141 FAIRVIEW PARK DRIVE
SUITE 310
FALLS CHURCH
VA
United States
Tel:
703-828-1137
T************@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BURNS, TERENCE, EDMUND | Individual | – | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 05/2005 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 221K | 2K | – |
ABBOTT LABS | COM | 525K | 5K | – |
AIR PRODS & CHEMS INC | COM | 274K | 1K | – |
ALLSTATE CORP | COM | 430K | 3K | – |
ALPHABET INC | CAP STK CL A | 763K | 4K | – |
ALPHABET INC | CAP STK CL C | 328K | 2K | – |
AMAZON COM INC | COM | 415K | 2K | – |
AMGEN INC | COM | 594K | 2K | – |
APPLE INC | COM | 4M | 18K | – |
ARK 21SHARES BITCOIN ETF | SHS BEN INT | 490K | 8K | – |
BANK AMERICA CORP | COM | 244K | 6K | – |
BCE INC | COM NEW | 219K | 7K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 832K | 2K | – |
BROADCOM INC | COM | 514K | 320 | – |
BROADRIDGE FINL SOLUTIONS IN | COM | 342K | 2K | – |
CELANESE CORP DEL | COM | 204K | 2K | – |
CHEVRON CORP NEW | COM | 1M | 7K | – |
CISCO SYS INC | COM | 698K | 15K | – |
CONOCOPHILLIPS | COM | 802K | 7K | – |
CVS HEALTH CORP | COM | 247K | 4K | – |
DOMINION ENERGY INC | COM | 253K | 5K | – |
DUKE ENERGY CORP NEW | COM NEW | 451K | 5K | – |
DUPONT DE NEMOURS INC | COM | 219K | 3K | – |
ELECTRONIC ARTS INC | COM | 263K | 2K | – |
ELEVANCE HEALTH INC | COM | 569K | 1K | – |
ELI LILLY & CO | COM | 3M | 3K | – |
EXELON CORP | COM | 502K | 15K | – |
EXXON MOBIL CORP | COM | 2M | 19K | – |
GENERAL MLS INC | COM | 259K | 4K | – |
HF SINCLAIR CORP | COM | 341K | 6K | – |
INTERNATIONAL BUSINESS MACHS | COM | 255K | 1K | – |
ISHARES INC | MSCI EMRG CHN | 845K | 14K | – |
ISHARES TR | RUS MID CAP ETF | 9M | 110K | – |
ISHARES TR | EAFE VALUE ETF | 1M | 24K | – |
ISHARES TR | S&P 500 VAL ETF | 556K | 3K | – |
ISHARES TR | S&P MC 400VL ETF | 4M | 36K | – |
ISHARES TR | CORE S&P MCP ETF | 8M | 137K | – |
ISHARES TR | U.S. TECH ETF | 271K | 2K | – |
ISHARES TR | RUS 1000 VAL ETF | 466K | 3K | – |
ISHARES TR | RUSSELL 2000 ETF | 4M | 18K | – |
ISHARES TR | CORE S&P SCP ETF | 3M | 33K | – |
ISHARES TR | RUS 1000 ETF | 11M | 36K | – |
ISHARES TR | CORE S&P500 ETF | 7M | 13K | – |
ISHARES TR | RUSSELL 3000 ETF | 242K | 785 | – |
ISHARES TR | EXPND TEC SC ETF | 3M | 35K | – |
ISHARES TR | SP SMCP600VL ETF | 1M | 13K | – |
JOHNSON & JOHNSON | COM | 796K | 5K | – |
JPMORGAN CHASE & CO. | COM | 1M | 5K | – |
LOCKHEED MARTIN CORP | COM | 8M | 17K | – |
LTC PPTYS INC | COM | 226K | 7K | – |
LYONDELLBASELL INDUSTRIES N | SHS - A - | 539K | 6K | – |
MARTIN MARIETTA MATLS INC | COM | 236K | 435 | – |
MCDONALDS CORP | COM | 557K | 2K | – |
MERCK & CO INC | COM | 714K | 6K | – |
MICROSOFT CORP | COM | 2M | 6K | – |
MICROSTRATEGY INC | CL A NEW | 1M | 994 | – |
MID-AMER APT CMNTYS INC | COM | 780K | 5K | – |
NETSTREIT CORP | COM | 509K | 32K | – |
NNN REIT INC | COM | 232K | 5K | – |
NORFOLK SOUTHN CORP | COM | 341K | 2K | – |
NORTHROP GRUMMAN CORP | COM | 463K | 1K | – |
NVIDIA CORPORATION | COM | 382K | 3K | – |
ORACLE CORP | COM | 646K | 5K | – |
PFIZER INC | COM | 243K | 9K | – |
PHILLIPS 66 | COM | 665K | 5K | – |
PPL CORP | COM | 289K | 10K | – |
PROCTER AND GAMBLE CO | COM | 1M | 8K | – |
PUBLIC STORAGE OPER CO | COM | 559K | 2K | – |
REALTY INCOME CORP | COM | 294K | 6K | – |
REGENERON PHARMACEUTICALS | COM | 263K | 250 | – |
RTX CORPORATION | COM | 743K | 7K | – |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 271K | 1K | – |
SELECT SECTOR SPDR TR | ENERGY | 421K | 5K | – |
SOUTHERN CO | COM | 371K | 5K | – |
STAG INDL INC | COM | 345K | 10K | – |
STRYKER CORPORATION | COM | 526K | 2K | – |
TARGET CORP | COM | 296K | 2K | – |
TEXAS INSTRS INC | COM | 556K | 3K | – |
THE CIGNA GROUP | COM | 612K | 2K | – |
TORONTO DOMINION BK ONT | COM NEW | 421K | 8K | – |
TOYOTA MOTOR CORP | ADS | 510K | 2K | – |
UNION PAC CORP | COM | 272K | 1K | – |
UNITED RENTALS INC | COM | 320K | 495 | – |
UNITEDHEALTH GROUP INC | COM | 951K | 2K | – |
UNUM GROUP | COM | 456K | 9K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 6M | 72K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 550K | 1K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 73K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 7M | 135K | – |
VANGUARD WORLD FD | COMM SRVC ETF | 3M | 19K | – |
VERIZON COMMUNICATIONS INC | COM | 572K | 14K | – |
VISA INC | COM CL A | 763K | 3K | – |
WALMART INC | COM | 228K | 3K | – |
WELLS FARGO CO NEW | COM | 467K | 8K | – |
ZOETIS INC | CL A | 377K | 2K | – |