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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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Campbell Newman Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Campbell Newman Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Campbell Newman Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Campbell Newman Asset Management have a minimum investment?","answer":"Yes, Campbell Newman Asset Management’s minimum account size for its Investment management fees is $1M.","source":"PART 2A, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Campbell Newman Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Campbell Newman Asset Management get paid?","answer":"Campbell Newman Asset Management is paid through a percentage of assets under management, fixed fees and other compensation. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}