$303.3M Total AUM
$303.3M Disc. AUM
-- 3Y CAGR
3 Employees
530 ADV. Clients
38 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-1988
- Office Locations
- 1
Office Locations
7301 SW 57th Ct. STE 540 Miami FL
About Campbell Capital Management INC
Campbell Capital Management INC is a Miami-based RIA. The firm has been operating for 38 years. Managing $303.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Estate Planning, Portfolio Construction.
Team overview
65 AVG AGE
$303.3M AVG AUM / ADVISOR
$572.3K AVG AUM / CLIENT
36.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
0 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Insight harbor
Custodian
Legacy Meridian
Investment Themes
Pathway
Investment Vehicles
Optima alpha Alpha
Platform
Glacier timber
Services
Capital radial Insight legacy
Owner & Executives
CLAY GILE CAMPBELL
Director, President
- CRD
- #1396558
- Ownership
- 75% or more
(733) 471-6634
unison.pathway@vitalcapital.com
in linkedin.com/in/north-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $303,336,000 | $1,144,664 |
| Non-Discretionary | $0 | -- |
| Total | $303,336,000 | $1,144,664 |
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Separately Managed Accounts
Total SMA Asset: $303,336,000
Equity - Exchange:
54.9% Cash:
45.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,074,388,374 | 54.9% |
| Cash | $882,603,199 | 45.1% |
| Total | $1,956,991,573 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER BEACON | PATHWAY ATLAS | ET4MWZ2P7 | HCHF | 10.18% | $111,500,407 |
| INSIGHT EMBER | MATRIX FOCUS | PE4WZTQQM | EIIQ | 4.81% | $38,408,470 |
| WAVE FOUNDATION | TIMBER CREST | EW07FDE3L | YDZN | 5.01% | $103,174,961 |
| LEGACY OPTIMA BEACON | ATLAS CREST | V3ICXC4YD | QZQK | 7.15% | $43,870,143 |
| WAVE PEAK BRIDGE | CREST VERTEX | GDCFGHX50 | CRGR | 12.49% | $20,199,928 |
| HORIZON FRONTIER ATLAS | INSIGHT NORTH | ZKCE9LRS0 | NORFO | 1.98% | $83,314,625 |
| NORTH MATRIX FOCUS | HORIZON MOMENTUM | 13CAZRCN4 | ILUUP | 11.56% | $7,993,594 |
| VITAL VALUE DELTA | RIDGE FUSION | FG1H983ZS | ILSHT | 11.86% | $34,256,177 |