Campion Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$196,948,385
Clients
106
Advisors
2
of 3 employees
About
Campion Asset Management provides discretionary and non-discretionary investment management and consulting to individual investors and tax‑exempt organizations, including trusts, retirement accounts, endowments, and foundations. The firm manages approximately $228 million for about 106 clients and operates with three advisors across multiple offices.
The firm structures client relationships around a written Investment Policy Statement and a strategic asset allocation process, combining macroeconomic analysis with both active security selection and passive ETF implementation; portfolios are monitored and rebalanced periodically and performance is reported quarterly using time‑weighted (modified Dietz) returns. Fixed‑income management emphasizes low turnover, credit diversification, and explicit limits, and the adviser serves as a fiduciary on retirement rollover recommendations.
Compared with many peers, the firm highlights independence (no affiliates), formal adoption of the CFA Institute codes, and a stated refusal to accept commissions, soft‑dollar benefits, or performance‑based fees. It also offers standalone investment consulting on an hourly basis, participates in Schwab Institutional for custody and operational support while declining soft‑dollar arrangements, and documents proxy voting and conflict procedures that include a unanimous proxy committee and use of an independent third party if committee consensus cannot be reached.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.85% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.40% annually
$500/hour for investment consulting services
Account minimum: $1,000,000 Fee-only: $500 per hour for investment consulting services
Main office
11325 Random Hills Road, Suite 360, A176
Fairfax VA 22030
Advisors at this office
2
Most active in
California · District of Columbia · Florida · Georgia · Kentucky · Maryland · Texas · Virginia
Also doing business as
Campion Asset Management, LLC · Campion Wealth Management, LLC
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.
Advisors at this firm
Terence B
CFA®
Fairfax, VA
Campion Asset Management, LLC
Terence Burns is a CFA charterholder with 20 years of industry experience. He has been with Campion Asset Management, LLC since 2005. Campion Asset Management provides discretionary and non-discretionary portfolio management and investment consulting primarily for high-net-worth individuals and tax-exempt organizations. The firm employs a strategic asset-allocation framework supported by macroeconomic analysis and combines active management with passive ETFs, managing over $200 million with a low-turnover fixed income approach.
Michael B
CFA®, Series 65
Fairfax, VA
Campion Asset Management, LLC
Michael Burns is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has been with Campion Asset Management, LLC since 2017, with a brief tenure at Icma Rc in 2018. Burns also spent four years at Virginia Polytechnic Institute & State University early in his career. Campion Asset Management provides discretionary and non-discretionary investment management and consulting services to individual investors and tax-exempt organizations. The firm employs a strategic asset allocation process that combines macroeconomic analysis, active security selection, and passive ETF implementation, managing approximately $228 million for about 106 clients.
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