Campbell Capital Management Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$303,336,000
Clients
265
38% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
265
Very HighAverage account size
$1,144,664
About
The firm provides discretionary portfolio management to individuals (including high-net-worth clients), businesses, trusts, and pension plans, and also offers tax consulting on an hourly basis. It serves roughly 265 clients and manages about $303 million in client assets.
The firm's sole investment adviser meets with clients to determine percentage allocations across U.S. and international equities, mutual funds, bonds, and cash, then implements and reviews those allocations regularly. Fixed-income allocations may include FDIC-insured certificates of deposit, corporate and municipal bonds, and Treasuries with staggered, laddered maturities generally capped at twenty years, and the firm generally favors a long-term, buy-and-hold approach rather than frequent trading.
What is notable about this firm is the concentration of assets and client relationships under a single, long-tenured adviser who founded the firm in 1988 and holds a CPA background, a combination that is uncommon among similarly supported firms. The firm’s practice of providing standalone tax consulting alongside portfolio management and delegating proxy voting to clients are additional operational features that distinguish it from many peers.
Client services
Portfolio management
Expertise
General tax planning
Fee options
Generally 1.50% of assets under management per year, negotiable
Up to $300 per hour for tax consulting services
Main office location
Campbell Capital Management Inc
7301 Sw 57 Th Ct., Ste 540
Miami FL 33143-5373, United States
Number of offices
1
Most active in
Campbell Capital Management Inc has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Florida · Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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