Campbell Newman Asset Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,077,346,367
Clients
1,422
Advisors
4
of 9 employees
About
Campbell Newman Asset Management provides discretionary portfolio management to a mix of institutional clients—including pension and profit-sharing plans, charitable organizations, corporations and government entities—as well as high net worth and other individual clients, including accounts in wrap-fee programs and Model Platform arrangements. The firm manages three equity strategies (Large Cap Dividend Growth, Small Cap Growth and Large Cap Growth) and maintains a balanced legacy offering for existing clients that includes fixed income ETFs and government securities.
CN’s investment process is bottom-up and fundamental, using independent research, traditional valuation metrics and an Investment Committee that maintains model portfolios and seeks to outperform relevant benchmarks over a market cycle. The firm calculates account valuations and investment performance using ICE Data Services as its primary pricing source, and applies formal trade aggregation, allocation and valuation procedures in implementing its models.
Several operational features distinguish CN from many peers: it reports and uses firm-level performance results, serves as a wrap fee program manager receiving a portion of bundled sponsor fees, and supplies investment models to other advisers—Model Platform Account assets reported in the brochure exceed CN’s discretionary regulatory AUM. With a long SEC-registration history (since 1972) and a relatively small advisor team overseeing a large client base and high AUM per advisor, CN documents specific policies (Code of Ethics, Valuation Committee, trade rotation and proprietary-account trading order) intended to address the resulting conflicts of interest.
Client services
Expertise
Fee options
$0+: 0.85% annually (Large Cap Dividend Growth and Large Cap Growth strategies starting rate) $0+: 0.95% annually (Small Cap Growth strategy starting rate)
Account minimum: $1,000,000
Main office
330 East Kilbourn Avenue, Suite 1125
Milwaukee WI 53202
Advisors at this office
4
Most active in
Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Maryland · Michigan · Minnesota · New Jersey · New York · North Carolina · Ohio · Texas · Wisconsin
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.
Quick links
Advisors at this firm
Rimas M
Series 65
Milwaukee, WI
Campbell Newman Asset Management Inc
Rimas Milaitis is a financial advisor at Campbell Newman Asset Management Inc with 26 years of industry experience. He holds a Series 65 designation and has been with Campbell Newman since 2005. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. The firm manages over $1.29 billion in discretionary assets and employs three equity-focused strategies based on a bottom-up fundamental research process.
John B
Series 65, Series 66
Milwaukee, WI
Campbell Newman Asset Management Inc
John Bonnell is a financial advisor with Campbell Newman Asset Management Inc, holding Series 65 and Series 66 licenses and 23 years of industry experience. He has worked at Artisan Partners Limited Partnership and Artisan Partners Distributors LLC for a decade prior to joining Campbell Newman in 2017. Outside of finance, he is a minority owner and non-management member of Capriotti's Sandwich Shop through Red 27, LLC. Campbell Newman Asset Management provides discretionary portfolio management to institutional and individual clients, focusing on three equity strategies and a balanced legacy offering. The firm employs a bottom-up, fundamental investment process supported by independent research and an Investment Committee.
Jeremy E
CFA®, Series 66
Milwaukee, WI
Campbell Newman Asset Management Inc
Jeremy Ellis is a CFA® charterholder with 14 years of industry experience. He currently works at Campbell Newman Asset Management Inc, where he has been since 2021, following six years at Robert Baird & Co. Campbell Newman Asset Management provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. The firm manages over $1.29 billion in discretionary assets and employs three equity-focused strategies based on bottom-up fundamental research and model portfolios.
Mary B
Milwaukee, WI
Campbell Newman Asset Management Inc
Mary Brown is a financial advisor at Campbell Newman Asset Management Inc with 38 years of industry experience. She has been with Campbell Newman Asset Management since 1986. The firm provides discretionary portfolio management to institutional clients, high-net-worth individuals, and accounts managed through wrap programs and Model Platform Account arrangements. Campbell Newman Asset Management employs three equity-focused strategies based on bottom-up fundamental research and manages approximately $1.29 billion in discretionary assets and $2.32 billion in Model Platform Account assets as of December 31, 2024.
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