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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-24-2005
- Office Locations
- 1
Office Locations
About Campion Asset Management, LLC
Campion Asset Management is an independent, fiduciary investment manager serving retail and institutional clients. The firm provides objective portfolio management and financial planning, with a focus on disciplined asset allocation, risk management, and portfolio construction using ETFs and mutual funds. Client service emphasizes in-person portfolio reviews and clear communication, with custody available at Charles Schwab.
Reported data analysis
What the numbers show
Between December 5, 2025 and March 4, 2026, reported AUM increased 12.3%, from $203.8M to $228.8M.
Across 5 reported observations, AUM increased 14.2% between August 22, 2022 and March 4, 2026, from $200.4M to $228.8M.
Of the latest reported AUM, 81.0% is discretionary and 19.0% is non-discretionary.
The firm reports 3 advisory representatives and 111 clients, or 37 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Campion Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Michael Patrick Burns
Financial Advisor, Senior Vice President
- CRD
- #6975962
- Ownership
- 10% but less than 25%
TERENCE EDMUND BURNS
Chief Compliance Officer, President
- CRD
- #4953955
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,394,941 | $641,505 |
| Non-Discretionary | $43,407,893 | $4,823,099 |
| Total | $228,802,834 | $767,795 |
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Separately Managed Accounts
SMA allocation detail is available
Campion Asset Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Campion Asset Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.