Campbell Newman Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 9, 2026, reports $1.4B in regulatory assets under management, 9 employees, and 1,475 accounts.
Assets Under Management
$1.4B
Employees
9
Offices
--
Total Clients
1,475
Primary office
MILWAUKEE, WI
330 EAST KILBOURN AVENUE, SUITE 1125, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.4% of total clients.
Top client categories% of clientsClients
1
Individuals
80.4%
1,186
2
HNWI
16.0%
236
3
Pension Plans
1.5%
22
4
Corporations
1.2%
17
5
Charitable
0.9%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 9, 2026
Discretionary100.0%
$1.4B
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$1.4B
Total Accounts1,475
10Y AUM Change+$891M (+161.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee164:1
10Y Employee Change+3 (+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.