CAMPBELL CAPITAL MANAGEMENT INC
SEC RegisteredCOMMITTED TO THE PRESERVATION OF CAPITAL
About the firm
Founded in 1987 by Clay Campbell, Campbell Capital Management (CCM) is a family-owned, multi-generational Registered Investment Advisor (RIA) dedicated to helping clients achieve lasting financial independence. As a fully independent, SEC-registered firm with nearly 40 years of partnership with LaSalle St. Securities and National Financial Services (Fidelity), CCM is built on trust, transparency, and accountability.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Campbell Capital Management offers personalized investment management, tax consulting, and estate planning. They focus on preserving capital, managing risk, and staying flexible in a changing market, avoiding costly Wall Street products with hidden fees, and providing full transparency, daily reconciliation, and complete independence.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 164 | $57M |
| High Net Worth Individuals | 101 | $247M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
265 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 CAPITAL MANAGEMENT INC 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.
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