CRD: 125052
Campbell Asset Management, LLC
$146.0M Total AUM
$145.0M Disc. AUM
13.8% 3Y CAGR
4 Employees
171 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Delta meridian
- Established Date
- 06-18-2004
- Office Locations
- 1
Office Locations
301 Forest Avenue Chattanooga TN
About Campbell Asset Management, LLC
Campbell Asset Management, LLC is a Chattanooga, TN boutique RIA serving retail and institutional clients with discretionary portfolio management and financial planning, including retirement, estate, and insurance coordination. Portfolios emphasize asset allocation using ETFs alongside fixed income (U.S. government and corporate bonds) and mutual funds, and custody includes Charles Schwab.
Team overview
35 AVG AGE
$48.7M AVG AUM / ADVISOR
$854.1K AVG AUM / CLIENT
10.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Matrix beacon Harbor
Client Personas
Alpha matrix Oak unison
Investment Themes
Matrix pioneer Optima meridian Radial Vital fusion
Investment Vehicles
Meridian
Platform
Legacy
Services
Foundation catalyst Legacy Vertex pioneer Foundation vector Value beacon Radial quantum Eagle crest Focus
Technology
Eagle
Owner & Executives
J
JAMES PERRY CAMPBELL III
Chief Compliance Officer, Chief Investment Officer, Managing Member, PRINCIPAL
- CRD
- #2732568
- Ownership
- 75% or more
(707) 958-2770
wave.unison@signalcapital.com
in linkedin.com/in/legacy-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
ASHLEY JILL HECK
--
- CRD
- #6408117
(865) 886-2483
insight.insight@crestcapital.com
in linkedin.com/in/pathway-legacy
Jacob Ashton Higgins
Financial Advisor
- CRD
- #7656927
(216) 342-1828
pathway.ember@peakcapital.com
in linkedin.com/in/element-peak
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,990,932 | $351,920 |
| Non-Discretionary | $1,058,707 | $264,677 |
| Total | $146,049,639 | $351,081 |
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Separately Managed Accounts
Total SMA Asset: $146,049,639
Equity - Exchange:
17.2% U.S. Government/Agency:
13.7% Public Funds:
24.1% Cash:
14.1% Corporate - Investment Grade:
4.4% Corporate - Non-Investment Grade:
5.1% Municipal Bonds:
12.1% Other:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $279,360,105 | 17.2% |
| U.S. Government/Agency | $222,513,572 | 13.7% |
| Public Funds | $391,428,985 | 24.1% |
| Cash | $229,010,319 | 14.1% |
| Corporate - Investment Grade | $71,464,213 | 4.4% |
| Corporate - Non-Investment Grade | $82,833,520 | 5.1% |
| Municipal Bonds | $196,526,586 | 12.1% |
| Other | $151,049,359 | 9.3% |
| Total | $1,624,186,659 | 100.0% |
13F Holdings | Q4 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL SIGNAL MOMENTUM | OAK RIDGE | 87DCF2979 | VOSH | 3.20% | $21,748,737 |
| SIGNAL DELTA | CAPITAL ATLAS | XP9UCRWAI | TVWHG | 7.93% | $54,262,638 |
| MATRIX OAK BRIDGE | PEAK CAPITAL | ZSDYYRRH7 | BBALS | 11.03% | $61,533,888 |
| PATHWAY PATHWAY | ZENITH ELEMENT | 88FL3SKEO | GFIC | 9.20% | $84,785,555 |
| CATALYST OPTIMA CAPITAL | ELEMENT CREST | J7X11FTWK | JDFM | 3.34% | $97,726,440 |
| PEAK MATRIX ATLAS | RADIAL OAK | 0AFUXPX9D | YDYNT | 8.85% | $27,565,589 |
| EMBER VALUE UNISON | WAVE PATHWAY | LY9LGPLRR | JPKYW | 4.75% | $5,664,467 |
| TIMBER OPTIMA | SIGNAL VALUE | A9GJZ0OO8 | XQXP | 9.38% | $30,106,614 |