CAMPBELL NEWMAN ASSET MANAGEMENT INC
SEC RegisteredDiscipline. Judgement. Results.
About the firm
Campbell Newman is a 100% employee-owned boutique investment management firm in Milwaukee serving institutional, intermediary and private clients. Their two strategies feature high-quality, high-conviction portfolios, and the firm's culture is built on five core values: client focused, stewardship, transparency, integrity and teamwork.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Two equity investment strategies: Large Cap Dividend Growth (a long-only, total-return focused, large-cap core equity strategy investing in companies with a history of consistent annual dividend increases) and Small Cap Growth (a long-only, capital appreciation focused, small cap growth equity strategy investing in profitable companies with market capitalizations generally between $200 million and $7 billion).
Who they serve
Institutional, intermediary and private clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,186 | $448M |
| High Net Worth Individuals | 236 | $629M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 22 | $28M |
| State/Municipal Entities | 13 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 9, 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 NEWMAN ASSET 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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