# Campbell Capital Management Inc

> Campbell Capital Management Inc is an SEC-registered investment advisory firm in Miami, FL, registered since 1988, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 106130
- Filed as: CAMPBELL CAPITAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106130
- AdvisorCensus page: https://advisorcensus.com/firm/campbell-capital-management-inc-miami-fl-106130

## Quick answers

**How is Campbell Capital Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Campbell Capital Management Inc reports these compensation arrangements: a percentage of assets under its management.

**How much does Campbell Capital Management Inc charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Hourly rate: $300 an hour (tax consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Campbell Capital Management Inc located?**
Campbell Capital Management Inc's principal office is in Miami, FL, according to its Form ADV.

**Is Campbell Capital Management Inc registered with the SEC or a state?**
Campbell Capital Management Inc is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 106130.

**How much does Campbell Capital Management Inc manage?**
Campbell Capital Management Inc reports $303,336,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Campbell Capital Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Campbell Capital Management Inc: Regulatory assets under management: $221,644,381 in the October 2021 data and $303,336,000 in the October 2026 data, up 37%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Campbell Capital Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (164); high net worth individuals (101).

**Which custodians does Campbell Capital Management Inc use?**
Campbell Capital Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Campbell Capital Management Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106130

**What changed in Campbell Capital Management Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $247,602,076 to $303,336,000 (+23%). Registered or notice-filed in AZ, IL. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Hourly rate: $300 an hour (tax consulting services)

> Campbell Capital Management also provides tax consulting services on an hourly basis. The hourly fee is up to $300.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $303,336,000
- Discretionary: $303,336,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 164 | $56,544,000 |
| High net worth individuals | 101 | $246,792,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1988 (38 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- camcap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $221,644,381 | 3 | February 1, 2021 |
| October 2022 | $264,142,106 | 3 | March 30, 2022 |
| October 2023 | $210,948,000 | 2 | July 26, 2023 |
| October 2024 | $244,976,321 | 2 | January 11, 2024 |
| October 2025 | $247,602,076 | 3 | April 4, 2025 |
| October 2026 | $303,336,000 | 3 | March 10, 2026 |

Regulatory assets under management: $221,644,381 in the October 2021 data and $303,336,000 in the October 2026 data, up 37%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $247,602,076 to $303,336,000 (+23%).
- Registered or notice-filed in AZ, IL.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Campbell Capital Management Inc (CRD 106130): Form ADV filing data as of October 2026.