Campbell Newman Asset Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Campbell Newman Asset Management reports 1,475 clients. They include 1,186 individual clients, 236 high-net-worth individuals, and 22 pension and profit-sharing plans. Of its assets, 100.0% ($1.44B across 1,475 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $71M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 31% |
| High-net-worth individuals | 16% | 44% |
| Pension and profit-sharing plans | 1% | 2% |
| Charitable organizations | <1% | 3% |
| State or municipal government entities | <1% | 3% |
| Other client typesCorporations and other businesses | 1% | 17% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,186 | $448M | 31.1% | $378K |
| High-net-worth individuals | 236 | $629M | 43.6% | $2.66M |
| Pension and profit-sharing plans | 22 | $28.5M | 2.0% | $1.29M |
| Charitable organizations | 13 | $44.9M | 3.1% | $3.45M |
| State or municipal government entities | 1 | $46.9M | 3.2% | $46.9M |
| Corporations and other businesses | 17 | $245M | 17.0% | $14.4M |
| Total | 1,475 | $1.44B | 100% | $978K |
- Clients
- 1,186
- Regulatory AUM
- $448M
- AUM share
- 31.1%
- Avg. per client
- $378K
- Clients
- 236
- Regulatory AUM
- $629M
- AUM share
- 43.6%
- Avg. per client
- $2.66M
- Clients
- 22
- Regulatory AUM
- $28.5M
- AUM share
- 2.0%
- Avg. per client
- $1.29M
- Clients
- 13
- Regulatory AUM
- $44.9M
- AUM share
- 3.1%
- Avg. per client
- $3.45M
- Clients
- 1
- Regulatory AUM
- $46.9M
- AUM share
- 3.2%
- Avg. per client
- $46.9M
- Clients
- 17
- Regulatory AUM
- $245M
- AUM share
- 17.0%
- Avg. per client
- $14.4M
Total
- Clients
- 1,475
- Regulatory AUM
- $1.44B
- AUM share
- 100%
- Avg. per client
- $978K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Campbell Newman Asset Management charges up to 0.95% for its Investment management fees. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
Mary Brown owns 50% to 75% of Campbell Newman Asset Management. The leadership team of Campbell Newman Asset Management includes President Mary Brown and Chief Compliance Officer Robin Harrison. It has 9 employees, 4 of them in advisory roles.
Leadership
- Mary BrownDirector and President
- Robin HarrisonChief Compliance Officer
- John BonnellDirector of Business Development
- Rimas MilaitisDirector of Research
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- John Charles Bonnell
- Mary Campbell Brown
- Jeremy Alan Ellis
- Rimas Michael Milaitis
Staff
- 9 employees
- 4 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Campbell Newman Asset Management Inc
Mary Brown
Control person · since May 2003
- Owns 10% to 25% of Campbell Newman Asset Management Inc
Rimas Milaitis
since May 2008
Campbell Newman Asset Management’s regulatory assets grew 1.6× from $905M (March 2021) to $1.44B (March 2026); clients rose from 1,003 to 1,475 and employees from 7 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.44B | 1,475 | 9 | 1 |
| March 2025 | $1.29B | 1,382 | 8 | 1 |
| March 2024 | $1.23B | 1,319 | 8 | 1 |
| June 2023 | $1.08B | 1,249 | 8 | 1 |
| March 2022 | $1.17B | 1,135 | 8 | 1 |
| March 2021 | $905M | 1,003 | 7 | 1 |
Besides its headquarters, Campbell Newman Asset Management has 0 offices, with 1 listed address in Wisconsin.
Wisconsin · 1 listed address
- 330 East Kilbourn Avenue, Suite 1125, MilwaukeeHQ
Contact and registration details
- Legal name
- Campbell Newman Asset Management Inc
- Headquarters
- 330 East Kilbourn Avenue, Suite 1125, Milwaukee, WI 53202
- Website
- campbellnewman.com
- Phone
- 414-908-6670
- @10361925
- SEC file
- 801-8825
- Structure
- Wisconsin corporation
- Fiscal year end
- December
Campbell Newman Asset Management uses Charles Schwab ($1.09B) as custodian for its separately managed accounts. Campbell Newman Asset Management has custody of $83.6M in client assets for 28 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.09B100%
At year end, Campbell Newman Asset Management’s separately managed accounts were mostly in stocks (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.35B across 99 positions; the largest are KLA Corp.. (6.9%), Apple, Inc.. (6.1%) and Broadcom, Inc.. (5.0%).
What the accounts hold
- Stocks94%
- Bonds1%
- Cash5%
Reported 13F holdings
- $1.35B
- Reported 13F value
- 99
- Positions
- 45.2%
- In the 10 largest
- +9.3%
- Value vs. prior quarter
- KLA Corp.. · Common Stocks6.9%
- Apple, Inc.. · Common Stocks6.1%
- Broadcom, Inc.. · Common Stocks5.0%
- Eli Lilly & Co. · Common Stocks4.7%
- Amphenol Corp.. · Common Stocks4.1%
- State Street Corp.. · Common Stocks3.8%
- Microsoft Corp.. · Common Stocks3.7%
- Eaton Corp.. PLC · Common Stocks3.7%
- Texas Instruments, Inc.. · Common Stocks3.6%
- The Williams Companies, Inc.. · Common Stocks3.6%
Together, the ten largest are 45.2% of reported value.
How many clients does Campbell Newman Asset Management have?
Campbell Newman Asset Management has 1,475 clients and manages $1.44 billion for them, as of March 2026. They include 1,186 individual clients, 236 high-net-worth individuals, and 22 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does Campbell Newman Asset Management offer?
Campbell Newman Asset Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Campbell Newman Asset Management charge?
Campbell Newman Asset Management charges up to 0.95% for its Investment management fees. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Source: PART 2A, filed 9 March 2026
Which custodians does Campbell Newman Asset Management use?
Campbell Newman Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.09B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does Campbell Newman Asset Management have?
Campbell Newman Asset Management has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Campbell Newman Asset Management invest in?
At the end of its last fiscal year, Campbell Newman Asset Management’s separately managed accounts held 94% exchange-traded equities, 5% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Campbell Newman Asset Management have a minimum investment?
Yes, Campbell Newman Asset Management’s minimum account size for its Investment management fees is $1M.
Source: PART 2A, filed 9 March 2026
Who owns Campbell Newman Asset Management?
Campbell Newman Asset Management’s direct owners are Mary Brown (50% to 75%) and Rimas Milaitis (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does Campbell Newman Asset Management get paid?
Campbell Newman Asset Management is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Campbell Newman Asset Management registered with the SEC?
Yes, Campbell Newman Asset Management has been registered with the SEC as an investment adviser since 26 August 1972. Its CRD number is 107003 and its SEC file number is 801-8825.
Source: Form ADV Part 1A, Item 1, filed 9 March 2026; IAPD firm record
How do I contact Campbell Newman Asset Management?
Campbell Newman Asset Management’s main office is at 330 East Kilbourn Avenue, Suite 1125, Milwaukee, WI 53202. Its phone number is 414-908-6670. Its website is campbellnewman.com.