N
$11.4M Total AUM
$8.8M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Crest
- Established Date
- 01-27-2023
- Office Locations
- 1
Office Locations
-- Rochester MI
About Namesake Group
Namesake Group is a Rochester, MI wealth management practice led by CFP John Campbell. The firm delivers comprehensive financial planning, portfolio management, tax planning, and asset allocation for long-term investors and business owners, coordinating the full financial picture including multigenerational goals. Client assets can be custodied through platforms such as Charles Schwab.
Team overview
30 AVG AGE
$11.4M AVG AUM / ADVISOR
$631.7K AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Matrix Vertex frontier Eagle
Client Personas
Legacy Vector timber
Custodian
Zenith
Investment Themes
Wave oak Alpha vertex
Investment Vehicles
Meridian glacier
Services
Peak horizon Vector Crest legacy Oak Eagle vertex North atlas
Technology
Quantum
Owner & Executives
John Angus Campbell
Chief Compliance Officer, Managing Member
- CRD
- #6645891
- Ownership
- 75% or more
(558) 541-6450
wave.north@horizoncapital.com
in linkedin.com/in/prime-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,809,589 | -- |
| Non-Discretionary | $2,560,261 | -- |
| Total | $11,369,850 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,369,850
Public Funds:
31.6% Cash:
29.6% Other:
38.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,241,884,000 | 31.6% |
| Cash | $2,099,992,608 | 29.6% |
| Other | $2,752,693,012 | 38.8% |
| Total | $7,094,569,620 | 100.0% |