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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAMPION ASSET MANAGEMENT, LLC

CRD 134002

FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1cd5ce6f-a195-7c2b-0b06-5ca67efc6186

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 22, 2012 to Mar 4, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.86 fund_share=0.0 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $229MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $185M
Private client RAUM: $197MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $76.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 298
Individual clients: 61
High net worth clients: 45
SEC number: 801-64285
CRD: 134002
Filings on the tape: 31
First filed: Feb 22, 2012
Latest filed: Mar 4, 2026
Organised: Limited Liability Company, VA
Website: campionam.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TERENCE EDMUND BURNS	Chartered Financial Analyst	FAIRFAX, VA	21	21	n/a	no
Michael Patrick Burns	Chartered Financial Analyst	FAIRFAX, VA	7	11	n/a	no
Alyssa Tharp	n/a	FAIRFAX, VA	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURNS, TERENCE, EDMUND	PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	05/2005	Feb 22, 2012	Mar 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$229M	$185M	3	3	2	n/a	n/a
2024	Apr 7, 2025	$204M	$163M	3	3	0	n/a	n/a
2023	Mar 19, 2024	$189M	$151M	2	2	0	n/a	n/a
2022	Feb 7, 2023	$170M	$133M	3	2	0	n/a	n/a
2021	Mar 8, 2022	$200M	$163M	2	2	0	n/a	n/a
2020	Feb 8, 2021	$220M	$184M	3	3	0	n/a	n/a
2019	Feb 10, 2020	$216M	$173M	4	4	0	n/a	n/a
2018	Feb 14, 2019	$193M	$158M	3	3	0	n/a	n/a
2017	Jan 12, 2018	$202M	$149M	5	4	0	n/a	n/a
2016	Jan 19, 2017	$179M	$130M	3	3	n/a	n/a	n/a
2015	Mar 9, 2016	$171M	$129M	4	3	n/a	n/a	n/a
2014	Jan 28, 2015	$178M	$155M	3	3	n/a	n/a	n/a
2013	Feb 18, 2014	$164M	$144M	4	3	n/a	n/a	n/a
2012	Mar 7, 2013	$134M	$117M	4	3	n/a	n/a	n/a
2011	Feb 22, 2012	$90.1M	$72.1M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$229M	$204M	12.3%	$170M	10.4%	3	3	2	0

Relationships

Registered with (5)

← Alyssa TharpAdvisorregistration: current employment
Mar 7, 2025 to presentfactForm ADV
← Michael Patrick BurnsAdvisorregistration: current employment
Aug 5, 2019 to presentfactForm ADV
← TERENCE EDMUND BURNSAdvisorregistration: current employment
May 24, 2005 to presentfactForm ADV
← ANKIT USHIR CHOKSIAdvisorregistration: previous registration
Sep 29, 2014 to Jan 20, 2022factForm ADV
← Bradley Morgan WellensAdvisorregistration: previous registration
Mar 7, 2016 to May 2, 2017factForm ADV

Controls (1)

← BURNS, TERENCE, EDMUNDOwnerPRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 22, 2012 to Mar 19, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 20, 2022
Advisor changed firm
Ankit Ushir Choksi left Campion Asset Management, Llc for Citigroup Global Markets Inc. (registered 2022-02-07)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 16, 2026
date not stated
Alyssa Tharp no longer holds an investment adviser registration (last listed at Campion Asset Management, Llc on the 2026-09-15 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1cd5ce6f-a195-7c2b-0b06-5ca67efc6186
First observed: Feb 22, 2012
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAMPION ASSET MANAGEMENT, LLC

CRD 134002

FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1cd5ce6f-a195-7c2b-0b06-5ca67efc6186

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TERENCE EDMUND BURNS

Chartered Financial Analyst

FAIRFAX, VA

n/a

Michael Patrick Burns

Chartered Financial Analyst

FAIRFAX, VA

n/a

Alyssa Tharp

n/a

FAIRFAX, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURNS, TERENCE, EDMUND

PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

05/2005

Feb 22, 2012

Mar 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$229M

$185M

n/a

2024

Apr 7, 2025

$204M

$163M

n/a

2023

Mar 19, 2024

$189M

$151M

n/a

2022

Feb 7, 2023

$170M

$133M

n/a

2021

Mar 8, 2022

$200M

$163M

n/a

2020

Feb 8, 2021

$220M

$184M

n/a

2019

Feb 10, 2020

$216M

$173M

n/a

2018

Feb 14, 2019

$193M

$158M

n/a

2017

Jan 12, 2018

$202M

$149M

n/a

2016

Jan 19, 2017

$179M

$130M

n/a

2015

Mar 9, 2016

$171M

$129M

n/a

2014

Jan 28, 2015

$178M

$155M

n/a

2013

Feb 18, 2014

$164M

$144M

n/a

2012

Mar 7, 2013

$134M

$117M

n/a

2011

Feb 22, 2012

$90.1M

$72.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$229M

$204M

12.3%

$170M

10.4%