Campbell Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 10, 2026, reports $303M in regulatory assets under management, 3 employees, and 265 accounts.
Assets Under Management
$303M
Employees
3
Offices
--
Total Clients
265
Primary office
MIAMI, FL
7301 SW 57TH CT., STE 540, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.9% of total clients.
Top client categories% of clientsClients
1
Individuals
61.9%
164
2
HNWI
38.1%
101
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$303Mas of March 10, 2026
Discretionary100.0%
$303M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$303M
Total Accounts265
10Y AUM Change+$143M (+88.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee88:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.