Bank / Wealth / TrustRIA · CRD 107003SEC-Registered

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Campbell Newman Asset Management

Campbell Newman Asset Management was established in 1977 in Milwaukee, Wisconsin. It functions as a registered investment advisor serving private clients and...

Campbell Newman Asset Management logo

Campbell Newman Asset Management

Campbell Newman Asset Management was established in 1977 in Milwaukee, Wisconsin. It functions as a registered investment advisor serving private clients and entities. The firm delivers portfolio management alongside financial advisory services. No specific asset classes, portfolio holdings, or geographic deployments beyond its headquarters are publicly detailed. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months appear in available records. The structure centers on standard RIA services to high-net-worth individuals and trusts with no evident hybrid vehicles or succession details disclosed.

General information

Firm type

Bank / Wealth / Trust

Year founded

1977

Location

Region

North America

Country

United States

City

Milwaukee

Corporate office

Milwaukee, WI, United States

Sector focus

Wealth Management

Frequently asked questions

Who runs investment decisions at Campbell Newman Asset Management?

No named principals or CIO appear in public records.

Does Campbell Newman Asset Management participate in fund commitments or only direct deals?

Public information shows only advisory and portfolio management services without fund or direct deal specifics.

Where does the underlying wealth come from?

Wealth origin is not disclosed beyond service to high-net-worth individuals and trusts.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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