Campbell Newman Asset Management Inc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 1,475
- Avg AUM / client
- $978K
- Accounts
- 1,475
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,186 | $448M | 31.1% |
| High net worth individuals | 236 | $629M | 43.6% |
| Pension and profit sharing plans | 22 | $28.5M | 1.97% |
| Charitable organizations | 13 | $44.9M | 3.11% |
| State or municipal government entities | 1 | $46.9M | 3.25% |
| Corporations and other businesses | 17 | $245M | 17.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mary Campbell Brown | Director And President | Feb 1988 (39y) | 50% – 75% | |
| Rimas Michael Milaitis | Director Of Research | Mar 2005 (21y) | 10% – 25% | |
| Harrison, Robin, Joy | Chief Compliance Officer | Feb 2010 (17y) | Less than 5% | |
| John Charles Bonnell | Director Of Business Development | Dec 2017 (9y) | Less than 5% | |
| Jeremy Alan Ellis | Registered representative | CFA | Feb 2021 (5y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 980 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • FEES ARE BASED ON UNDERLYING CLIENT ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (76% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗