Campbell Asset Management, Llc
- Regulatory AUM
- $146M
- Discretionary
- $145M
- Clients
- 171
- Avg AUM / client
- $854K
- Accounts
- 416
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 116 | $29.3M | 20.1% |
| High net worth individuals | 52 | $110M | 75.3% |
| Pension and profit sharing plans | 1 | $1.7M | 1.17% |
| Charitable organizations | 1 | $4.9M | 3.38% |
| Corporations and other businesses | 1 | $95.9K | 0.07% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Factory Mutual Insurance Company Pension Plan Factory Mutual Insurance Company | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Perry Campbell | Principal, Managing Member, Chief Investment Officer & Chief Compliance Officer | CFP | Jan 2003 (24y) | 75% or more |
| Ashley Jill Heck | Registered representative | May 2017 (9y) | ||
| Jacob Ashton Higgins | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 25% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Factory Mutual Insurance Company Pension Plan | Factory Mutual Insurance Company | 3,786 | $3.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 909 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $121M (83% of AUM) Aug 2026
- Morgan Stanley $25.1M (17% of AUM) Aug 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: Aug 04, 2026.
View current Form ADV (SEC/IAPD) ↗