# Campion Asset Management, LLC

> Campion Asset Management, LLC is an SEC-registered investment advisory firm in Fairfax, VA, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 134002
- Filed as: CAMPION ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairfax, VA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134002
- AdvisorCensus page: https://advisorcensus.com/firm/campion-asset-management-llc-fairfax-va-134002

## Quick answers

**How is Campion Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Campion Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Campion Asset Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Hourly rate: $500 an hour (investment consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Campion Asset Management, LLC located?**
Campion Asset Management, LLC's principal office is in Fairfax, VA, according to its Form ADV.

**Is Campion Asset Management, LLC registered with the SEC or a state?**
Campion Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 134002.

**How much does Campion Asset Management, LLC manage?**
Campion Asset Management, LLC reports $228,802,834 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (81% discretionary).

**How have Campion Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Campion Asset Management, LLC: Regulatory assets under management: $220,040,917 in the October 2021 data and $228,802,834 in the October 2026 data, up 4%. 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 Campion Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (45); charitable organizations (5).

**Which custodians does Campion Asset Management, LLC use?**
Campion Asset Management, LLC'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 Campion Asset Management, LLC 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/134002

**What changed in Campion Asset Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $203,788,973 to $228,802,834 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Hourly rate: $500 an hour (investment consulting services)

> Campion Asset Management also provides investment consulting services on an hourly fee basis. Upon request, Campion Asset Management will evaluate existing investment policy, investment portfolios, investment strategies and/or the performance of other investment managers. The fee for investment consulting services is $500 per hour.

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

### 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: $228,802,834
- Discretionary: $185,394,941
- Non-discretionary: $43,407,893

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $17,287,435 |
| High net worth individuals | 45 | $179,660,950 |
| Charitable organizations | 5 | $31,854,449 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, GA, KY, MD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [campionam.com](https://campionam.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $220,040,917 | 3 | May 7, 2021 |
| October 2022 | $200,351,424 | 2 | August 22, 2022 |
| October 2023 | $170,187,918 | 3 | February 7, 2023 |
| October 2024 | $189,102,935 | 2 | March 19, 2024 |
| October 2025 | $203,788,973 | 3 | July 31, 2025 |
| October 2026 | $228,802,834 | 3 | March 4, 2026 |

Regulatory assets under management: $220,040,917 in the October 2021 data and $228,802,834 in the October 2026 data, up 4%.
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 $203,788,973 to $228,802,834 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Campion Asset Management, LLC (CRD 134002): Form ADV filing data as of October 2026.