CRD: 107003
Campbell Newman Asset Management INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- InsightVertex harbor
- Established Date
- 08-26-1972
- Office Locations
- 1
Office Locations
About Campbell Newman Asset Management INC
Campbell Newman is a 100% employee-owned boutique manager in Milwaukee serving institutional, intermediary and private clients. The firm runs two long-only, bottom-up equity strategies: a large-cap dividend growth portfolio of 25-35 dividend-increasing stocks focused on total return and growing income, and a small-cap growth portfolio of 40-55 profitable companies. Both target full-cycle outperformance with downside protection versus their benchmarks.
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Owner & Executives
MARY CAMPBELL BROWN
Advisor, DIRECTOR, President
- CRD
- #4334665
- Ownership
- 50% but less than 75%
RIMAS MICHAEL MILAITIS
Director, Director Of Research
- CRD
- #2853891
- Ownership
- 10% but less than 25%
Vertex ember
Optima frontier eagle
- CRD
- #88722
- Ownership
- 45.8%
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JEREMY ALAN ELLIS
Analyst, Portfolio Manager
- CRD
- #5964259
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,442,362,896 | $977,873 |
| Non-Discretionary | $0 | -- |
| Total | $1,442,362,896 | $977,873 |
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Separately Managed Accounts
Total SMA Asset: $1,442,362,896
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,365,659,755 | 47.3% |
| Cash | $531,250,306 | 18.4% |
| U.S. Government/Agency | $990,319,865 | 34.3% |
| Total | $2,887,229,926 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON HARBOR INSIGHT | RIDGE HORIZON | 36TOKIUW2 | CQOZ | 11.97% | $17,629,200 |
| MATRIX PIONEER | WAVE PATHWAY | DC5TDD0GJ | VZN | 4.47% | $1,546,330 |
| GLACIER CAPITAL RIDGE | BRIDGE VERTEX | NP97D0ELF | UWPEM | 3.30% | $102,459,109 |
| QUANTUM MOMENTUM | BEACON FOCUS | QL72P4NQT | JAKWX | 9.32% | $66,427,878 |
| SIGNAL ZENITH CREST | ATLAS PEAK | YQUFVFYKY | YMJ | 1.40% | $6,279,311 |
| ZENITH FOCUS | RIDGE SUMMIT | R20RKVFIK | XNM | 2.02% | $101,523,866 |
| RIDGE PIONEER SUMMIT | FOUNDATION UNISON | UJJEPHC2J | LSW | 1.59% | $104,779,014 |
| NORTH NORTH INSIGHT | ELEMENT ATLAS | C9IUSSPCE | MBWJF | 5.39% | $16,219,637 |