Campbell Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Generally 1.50% of assets under management per year, negotiable
Up to $300 per hour for tax consulting services
Main office
7301 SW 57th Ct, Suite 540
South Miami FL 33143
Advisors at this office
1
Most active in
Arizona · California · Colorado · Florida · Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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