CAMPBELL ASSET MANAGEMENT, LLC
SEC RegisteredTax Planning & Fiduciary Investment Management You Can Trust
About the firm
Campbell Asset Management is an independent, fee-only registered investment advisory firm based in Chattanooga's NorthShore that has provided tax planning and investment management for clients throughout the Southeast for over two decades. Led by Jim Campbell, CFP®, the firm is built on a fiduciary standard and integrates tax planning, tax preparation, and investment management through a team of CFP® and CPA professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Year-round tax planning, CPA-reviewed tax preparation, and fiduciary investment management for individuals, families, trusts, and businesses. Also offers retirement strategies, education funding, business succession planning, cash flow management, fiduciary management of trust assets, multigenerational wealth transfer, and private asset management for clients with significant assets including concentrated stock positions and charitable giving strategies.
Who they serve
Individuals and families, young professionals building wealth, retirees preserving their legacy, business owners, trusts and estates, and clients with complex financial and tax considerations throughout the Southeast.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 116 | $29M |
| High Net Worth Individuals | 52 | $110M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $1.7M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $5,000,000 | 1.00% |
| Above $5,000,000 | 0.50% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAMPBELL ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.