Wealth Manager
    SEC Registered

    Campbell Newman Asset Management Inc

    Registered investment advisor · Milwaukee, Wisconsin · CRD #107003

    Assets Under Management
    $1.4B
    Client Accounts
    1,475
    Employees
    9
    CRD Number
    107003
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Campbell Newman Asset Management Inc

    Campbell Newman Asset Management is a 100% employee-owned boutique investment firm in Milwaukee, serving institutional, intermediary, and private clients with high-quality, high-conviction portfolios. Founded in 1977, it emphasizes judgment backed by experience and operates with a culture based on client focus, stewardship, transparency, integrity, and teamwork.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Campbell Newman Asset Management Inc's AUM?

    Campbell Newman Asset Management Inc reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Campbell Newman Asset Management Inc headquartered?

    Campbell Newman Asset Management Inc is headquartered in Milwaukee, Wisconsin.

    What is Campbell Newman Asset Management Inc's CRD number?

    Campbell Newman Asset Management Inc's CRD number is 107003. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Campbell Newman Asset Management Inc manage?

    Campbell Newman Asset Management Inc manages approximately 1,475 client accounts according to its latest SEC filing.

    Is Campbell Newman Asset Management Inc SEC registered?

    Yes, Campbell Newman Asset Management Inc is registered with the SEC as an investment adviser with an approved registration status.

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