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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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%
Showing 2 of 2 owners & executives
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Alyssa Tharp
--
- CRD
- #8054049
Showing 1 of 3 contacts
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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