Campbell Asset Management, LLC

About Campbell Asset Management, LLC

<p>Employee ownership shapes how this Milwaukee-based investment manager works with retirement plan sponsors across the Midwest and the broader Southeast. Campbell Asset Management, LLC (Campbell Newman) acts as a 3(21) fiduciary and supports institutional, intermediary, and private clients.</p> <p>The firm manages about $0.1B in AUM (2026) and runs two equity strategies. Its Large Cap Dividend Growth strategy is a long-only, total-return approach in large-cap core equities, focused on companies with consistent annual dividend increases, with the goal of outperforming the S&amp;P 500 Index. Its Small Cap Growth strategy is also long-only and targets capital appreciation by investing in profitable small-cap companies, with the goal of outperforming the Russell 2000 Growth Index.</p> <p>In addition to portfolio management, Campbell Newman provides pension consulting and works with clients in Alabama, Florida, Georgia, Mississippi, North Carolina, Tennessee, and Texas. The firm’s stated core values are client-focused service, stewardship, transparency, integrity, and teamwork; the differentiator is its 100% employee-owned structure paired with a two-strategy, high-conviction equity lineup.</p> <ul> <li>3(21) fiduciary support for plan sponsors</li> <li>Large Cap Dividend Growth equity strategy (S&amp;P 500 benchmark)</li> <li>Small Cap Growth equity strategy (Russell 2000 Growth benchmark)</li> <li>Pension consulting for Southeast-based clients</li> <li>Works with institutional, intermediary, and private clients</li> </ul>

Website: https://www.campbellnewman.com/