Campion Asset Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Campion Asset Management reports 111 clients. They include 61 individual clients, 45 high-net-worth individuals and 5 charitable organizations. Of its assets, 81.0% ($185M across 289 accounts) are managed with discretion; $43.4M across 9 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 8% |
| High-net-worth individuals | 41% | 79% |
| Charitable organizations | 5% | 14% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 61 | $17.3M | 7.6% | $283K |
| High-net-worth individuals | 45 | $180M | 78.5% | $3.99M |
| Charitable organizations | 5 | $31.9M | 13.9% | $6.37M |
| Total | 111 | $229M | 100% | $2.06M |
- Clients
- 61
- Regulatory AUM
- $17.3M
- AUM share
- 7.6%
- Avg. per client
- $283K
- Clients
- 45
- Regulatory AUM
- $180M
- AUM share
- 78.5%
- Avg. per client
- $3.99M
- Clients
- 5
- Regulatory AUM
- $31.9M
- AUM share
- 13.9%
- Avg. per client
- $6.37M
Total
- Clients
- 111
- Regulatory AUM
- $229M
- AUM share
- 100%
- Avg. per client
- $2.06M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Campion Asset Management charges 0.40%–1.00% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Investment Consulting
- Investment consulting is billed at $500 an hour, with the scope and estimated cost agreed in advance.
Terence Edmund Campion Burns Revocable Trust owns 75% or more of Campion Asset Management. The leadership team of Campion Asset Management includes President Terence Burns. It has 3 employees.
Leadership
Terence BurnsPresident/ Chief Compliance Officer
Michael BurnsMember
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Campion Asset Management, LLC
Terence Edmund Campion Burns Revocable Trust
Control person · since July 2025
Terence Burns
Trustee · Control person · since July 2025
- Owns 10% to 25% of Campion Asset Management, LLC
Michael Burns
since July 2025
Campion Asset Management’s regulatory assets went from $220M (May 2021) to $229M (March 2026); clients rose from 102 to 111 and employees were 3 in both filings. In 2017, Focus Wealth Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $229M | 111 | 3 | 3 |
| July 2025 | $204M | 98 | 3 | 1 |
| March 2024 | $189M | 105 | 2 | 1 |
| February 2023 | $170M | 103 | 3 | 1 |
| March 2022 | $200M | 106 | 2 | 1 |
| May 2021 | $220M | 102 | 3 | 1 |
Firms that joined
20171 joined
- Focus Wealth ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Campion Asset Management has 2 offices (2 private residences, listed without an address), with 1 listed address in Virginia.
Virginia · 1 listed address
- 11325 Random Hills Road, Suite 360, A176, FairfaxHQ
Contact and registration details
- Legal name
- Campion Asset Management, LLC
- Headquarters
- 11325 Random Hills Road, Suite 360, A176, Fairfax, VA 22030
- Website
- campionam.com
- Phone
- 703-848-0344
- SEC file
- 801-64285
- Structure
- Virginia LLC
- Fiscal year end
- December
Campion Asset Management uses Charles Schwab ($229M) as custodian for its separately managed accounts. Campion Asset Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $229M100%
At year end, Campion Asset Management’s separately managed accounts were mostly in funds (72%) and stocks (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $164M across 83 positions; the largest are iShares TR (11.3%), iShares TR (10.8%) and Vanguard Tax-managed Fds (6.8%).
What the accounts hold
- Stocks24%
- Funds72%
- Bonds3%
- Cash1%
Reported 13F holdings
- $164M
- Reported 13F value
- 83
- Positions
- 61.5%
- In the 10 largest
- +11.1%
- Value vs. prior quarter
- iShares TR · Core S&P Mcp ETF11.3%
- iShares TR · Core S&P500 ETF10.8%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt6.8%
- iShares TR · Rus 1000 ETF5.8%
- iShares TR · Rus Mid Cap ETF5.8%
- Lockheed Martin Corp.5.4%
- Vanguard Index Fds · Real Estate ETF4.9%
- iShares TR · Core S&P Scp ETF4.4%
- iShares TR · Expnd Tec SC ETF3.4%
- Apple Inc.3.0%
Together, the ten largest are 61.5% of reported value.
How many clients does Campion Asset Management have?
Campion Asset Management has 111 clients and manages $229 million for them, as of March 2026. They include 61 individual clients, 45 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Campion Asset Management offer?
Campion Asset Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Campion Asset Management charge?
Campion Asset Management charges 0.40%–1.00% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Which custodians does Campion Asset Management use?
Campion Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $229M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Campion Asset Management have?
Campion Asset Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 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 Campion Asset Management invest in?
At the end of its last fiscal year, Campion Asset Management’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 3% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Campion Asset Management have a minimum investment?
Yes, Campion Asset Management’s minimum account size for its Investment Management Services is $1M.
Who owns Campion Asset Management?
Campion Asset Management’s direct owners are Terence Edmund Campion Burns Revocable Trust (75% or more) and Michael Burns (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Campion Asset Management get paid?
Campion Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Campion Asset Management registered with the SEC?
Yes, Campion Asset Management has been registered with the SEC as an investment adviser since 23 March 2006. Its CRD number is 134002 and its SEC file number is 801-64285.
Source: Form ADV Part 1A, Item 1, filed 4 March 2026; IAPD firm record
How do I contact Campion Asset Management?
Campion Asset Management’s main office is at 11325 Random Hills Road, Suite 360, A176, Fairfax, VA 22030. Its phone number is 703-848-0344. Its website is campionam.com.