A complete list of active advisors currently associated with Campion Asset Management, LLC

Warmer can help you find a great advisor at Campion Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Campion Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.