Campbell Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$139,303,481
Clients
168
Advisors
3
of 4 employees
About
Campbell Asset Management is a fee-only private wealth management firm that provides financial planning and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios on both discretionary and non-discretionary bases and also offers pension consulting, written financial plans, and subadvisory services to unaffiliated advisers.
The firm builds customized portfolios using client-specific inputs—risk tolerance, tax considerations, income needs, and return objectives—and implements diversified strategies that include equities, bonds, mutual funds, ETFs, and REITs, with monitoring and reallocation conducted as client needs dictate and formal account reviews at least annually. For plan clients, Campbell Asset constructs asset allocation models, monitors investment lineups, and provides educational support and investment workshops for participants consistent with ERISA Section 404(c).
Compared with many peers, Campbell Asset’s brochure highlights several relatively uncommon features for its peer group: it runs participant educational workshops, provides tax return preparation and related tax planning as a separate service offering, and serves as a subadviser to other advisers while disclosing the firm’s practice of effecting cross-transactions and the use of standing transfer authorizations (SLOAs) under specified safeguards. The firm documents its compliance practices in a Code of Ethics and proxy voting policies and reports managing roughly $146 million in client assets.
Client services
Expertise
Occupation focus
Fee options
Tax return preparation services offered on a flat rate basis, generally ranging from $1,250 to $5,000 for individual and small business returns; more complex returns can exceed $10,000.
$0 - $5,000,000: 1.0% annually $5,000,000.01+: 0.50% annually
Approximately $350 per hour for complex tax return preparation services.
Account minimum: $250,000 Fee-only: Investment advisory fees based on percentage of assets under management, billed quarterly in advance and deducted directly from client accounts.
Main office
301 Forest Avenue
Chattanooga TN 37405-3922
Advisors at this office
3
Most active in
Alabama · Florida · Georgia · Mississippi · North Carolina · Tennessee · Texas
Also doing business as
Campbell Asset Management, L.L.C. · Campbell Asset Management, LLC · Campbell Rooks Wealth Management, L.L.C. · Campbell Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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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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.
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 license with two years of industry experience. His prior roles include positions 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 offers customized portfolio management and financial planning, including participant educational workshops and tax-related services, managing approximately $146 million in client assets.
James C
CFP®, Series 63
Chattanooga, TN
Campbell Asset Management, LLC
James Campbell III is a CFP® with 22 years of industry experience, serving as an advisor at 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 that serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides customized portfolio management and complementary services such as pension consulting, written financial plans, and subadvisory support, emphasizing diversified investment strategies and participant educational workshops.
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 serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management, financial planning, pension consulting, and subadvisory services, incorporating diversified investment strategies and participant educational workshops.
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