# Campbell Newman Asset Management Inc > Campbell Newman Asset Management Inc is an SEC-registered investment advisory firm in Milwaukee, WI, registered since 1972, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 9, 2026. - CRD: 107003 - Filed as: CAMPBELL NEWMAN ASSET MANAGEMENT INC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Milwaukee, WI - Filing period: October 2026 - Form ADV filing dated: March 9, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107003 - AdvisorCensus page: https://advisorcensus.com/firm/campbell-newman-asset-management-inc-milwaukee-wi-107003 ## Quick answers **How is Campbell Newman Asset Management Inc compensated?** On its Form ADV (Item 5.E, October 2026), Campbell Newman Asset Management Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure. **Where is Campbell Newman Asset Management Inc located?** Campbell Newman Asset Management Inc's principal office is in Milwaukee, WI, according to its Form ADV. **Is Campbell Newman Asset Management Inc registered with the SEC or a state?** Campbell Newman Asset Management Inc is an SEC-registered investment advisory firm, registered since 1972. Status as filed: Approved. CRD 107003. **How much does Campbell Newman Asset Management Inc manage?** Campbell Newman Asset Management Inc reports $1,442,362,896 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary). **How have Campbell Newman Asset Management Inc's assets and staff changed since 2021?** In the Form ADV data for Campbell Newman Asset Management Inc: Regulatory assets under management: $905,277,361 in the October 2021 data and $1,442,362,896 in the October 2026 data, up 59%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Campbell Newman Asset Management Inc serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,186); high net worth individuals (236); pension and profit sharing plans (but not the plan participants or government pension plans) (22). **Which custodians does Campbell Newman Asset Management Inc use?** Campbell Newman Asset Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does Campbell Newman Asset 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/107003 **What changed in Campbell Newman Asset Management Inc's recent Form ADV filings?** In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $1,285,363,650 to $1,442,362,896 (+12%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) - Other ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. 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: $1,442,362,896 - Discretionary: $1,442,362,896 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 1,186 | $448,460,277 | | High net worth individuals | 236 | $628,886,090 | | 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) | 22 | $28,484,261 | | Charitable organizations | 13 | $44,883,119 | | State or municipal government entities (including government pension plans) | 1 | $46,857,204 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 17 | $244,791,945 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses - Portfolio management for businesses (other than small businesses) or institutional clients - Other ### Firm details - Registered since: 1972 (54 years) - Employees: 9 total, 4 performing advisory functions - Wrap fee program participation: Yes - States registered or notice-filed: AZ, CA, CO, CT, FL, GA, IL, MD, MI, MN, NC, NJ, NY, OH, TX, WI - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - campbellnewman.com - LinkedIn @10361925 ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $905,277,361 | 7 | March 19, 2021 | | October 2022 | $1,170,770,692 | 8 | March 22, 2022 | | October 2023 | $1,079,977,800 | 8 | June 22, 2023 | | October 2024 | $1,227,639,648 | 8 | March 12, 2024 | | October 2025 | $1,285,363,650 | 8 | March 3, 2025 | | October 2026 | $1,442,362,896 | 9 | March 9, 2026 | Regulatory assets under management: $905,277,361 in the October 2021 data and $1,442,362,896 in the October 2026 data, up 59%. Total employees: 7 in October 2021 and 9 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Employees performing advisory functions went from 3 to 4. - Regulatory assets under management went from $1,285,363,650 to $1,442,362,896 (+12%). ### January 2026 - Registered or notice-filed in CT. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Campbell Newman Asset Management Inc (CRD 107003): Form ADV filing data as of October 2026.