Campbell Asset Management, LLC

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Client assets under management

$139,303,481

Clients

168

31% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$829,187

About

Campbell Asset Management is a fee-only private wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm provides comprehensive financial planning, discretionary and non-discretionary portfolio management, pension consulting, and subadvisory services for other advisers.

Campbell Asset builds customized portfolios based on each client’s risk tolerance, tax situation, income needs, and return objectives, employing asset allocation, income-generation strategies, and a mix of fundamental, technical, and economic analysis. Accounts are monitored and rebalanced regularly, with clients able to impose written restrictions (including preservation of legacy positions) and the firm exercising discretion when authorized.

Noteworthy for a firm in this segment, Campbell Asset offers annual educational workshops and investment communications for retirement plan participants and has added tax return preparation and related tax planning as a service, both of which are less common among peers. The firm also provides subadvisory services, uses prime brokerage and occasional bond-crossing techniques, and emphasizes controls around client-directed restrictions and personal trading.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning General tax planning Wealth management Elder care planning

Fee options

Fixed

Financial planning fees calculated on project basis; Tax Return Preparation Services fees range from $1,250 to $10,000, negotiable based on complexity.

Percentage

$0 - $5,000,000: 1.0% annually $5,000,000.01+: 0.50% annually

Project-based

Financial planning fees may be calculated on a project basis or ongoing basis; specific hourly rates not stated.

Other

Account minimum: $250,000 Fee-only: Investment advisory fees based on percentage of assets under management; no commissions accepted.

Main office location

Campbell Asset Management, LLC

301 Forest Avenue

Chattanooga TN 37405-3922, United States

Number of offices

Most active in

Alabama · Florida · Georgia · Mississippi · North Carolina · Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 423-265-7931

Advisors at this firm

Jacob H

Series 66

Chattanooga, TN

Campbell Asset Management, LLC

Jacob Higgins is a financial advisor at Campbell Asset Management, LLC in Chattanooga, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Campbell Asset Management, he worked at MML Investor Services and MassMutual Life Insurance Company. Campbell Asset Management is a fee-only private wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, using fundamental and economic analysis to build customized investment strategies across multiple asset classes.

General retirement planning General tax planning Wealth management Elder care planning

James C

CFP®, Series 63

Chattanooga, TN

Campbell Asset Management, LLC

James Campbell III is a CFP® with 21 years of industry experience and has been with Campbell Asset Management, LLC since 2003. He holds a Series 63 license and is based in Chattanooga, TN. Campbell Asset Management is a fee-only private wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, and pension consulting, utilizing fundamental and economic analysis to create customized portfolios aligned with clients' risk tolerance, tax considerations, and income needs.

General retirement planning General tax planning Wealth management Elder care planning

Ashley H

Series 65

Chattanooga, TN

Campbell Asset Management, LLC

Ashley Heck is a financial advisor at Campbell Asset Management, LLC with 11 years of industry experience. She holds a Series 65 designation and is based in Chattanooga, TN. Campbell Asset Management is a fee-only private wealth management firm that provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing/401(k) plans, trusts, estates, and charitable organizations. The firm builds customized portfolios through fundamental and economic analysis, offering ongoing portfolio management and pension consulting services.

General retirement planning General tax planning Wealth management Elder care planning

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