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.
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&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.
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.