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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CAMPBELL NEWMAN ASSET MANAGEMENT INC

CRD 107003

MILWAUKEE, WI

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:87d42eae-8b06-1786-ce9b-43f20a322a87

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jan 31, 2012 to Mar 9, 2026
28 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=0.75 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 75%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $361Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,475
Individual clients: 1,186
High net worth clients: 236
Custody, client assets: $83.6M
SEC number: 801-8825
CIK: 874791
CRD: 107003
Filings on the tape: 28
First filed: Jan 31, 2012
Latest filed: Mar 9, 2026
Organised: Corporation, WI
Website: campbellnewman.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
MARY CAMPBELL BROWN	n/a	MILWAUKEE, WI	38	39	n/a	no
RIMAS MICHAEL MILAITIS	n/a	MILWAUKEE, WI	21	27	1	no
JOHN CHARLES BONNELL	n/a	MILWAUKEE, WI	8	23	1	no
JEREMY ALAN ELLIS	Chartered Financial Analyst	MILWAUKEE, WI	5	12	2	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
BROWN, MARY, CAMPBELL	DIRECTOR AND PRESIDENT	D	yes	05/2003	Mar 9, 2026	Mar 9, 2026
HARRISON, ROBIN, JOY	CHIEF COMPLIANCE OFFICER	Na	yes	02/2010	Jan 31, 2012	Mar 12, 2024
BONNELL, JOHN, CHARLES	DIRECTOR OF BUSINESS DEVELOPMENT	Na	no	07/2018	Mar 9, 2026	Mar 9, 2026
MILAITIS, RIMAS, MICHAEL	DIRECTOR OF RESEARCH OFFICER	B	no	05/2008	Mar 9, 2026	Mar 9, 2026

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 9, 2026	$1.4B	$1.4B	9	4	0	n/a	n/a
2024	Mar 3, 2025	$1.3B	$1.3B	8	3	0	n/a	n/a
2023	Mar 12, 2024	$1.2B	$1.2B	8	3	0	n/a	n/a
2022	Mar 15, 2023	$1.1B	$1.1B	8	4	0	n/a	n/a
2021	Mar 22, 2022	$1.2B	$1.2B	8	4	0	n/a	n/a
2020	Mar 19, 2021	$905M	$905M	7	3	0	n/a	n/a
2019	Mar 24, 2020	$776M	$736M	7	3	0	n/a	n/a
2018	Mar 25, 2019	$598M	$568M	7	3	0	n/a	n/a
2017	Mar 22, 2018	$614M	$583M	7	3	0	n/a	n/a
2016	Mar 8, 2017	$551M	$523M	6	3	n/a	n/a	n/a
2015	Mar 8, 2016	$496M	$451M	6	3	n/a	n/a	n/a
2014	Mar 10, 2015	$568M	$523M	6	3	n/a	n/a	n/a
2013	Feb 28, 2014	$443M	$403M	6	3	n/a	n/a	n/a
2012	Jan 18, 2013	$463M	$425M	6	3	n/a	n/a	n/a
2011	Jan 31, 2012	$463M	$429M	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	$1.4B	$1.3B	12.2%	$1.1B	10.1%	9	8	0	0

Relationships

Registered with (4)

← JEREMY ALAN ELLISAdvisorregistration: current employment
Feb 24, 2021 to presentfactForm ADV
← JOHN CHARLES BONNELLAdvisorregistration: current employment
Dec 18, 2017 to presentfactForm ADV
← RIMAS MICHAEL MILAITISAdvisorregistration: current employment
Mar 17, 2005 to presentfactForm ADV
← MARY CAMPBELL BROWNAdvisorregistration: current employment
Feb 4, 1988 to presentfactForm ADV

Controls (2)

← HARRISON, ROBIN, JOYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 31, 2012 to Mar 12, 2024factForm ADV
← BROWN, MARY, CAMPBELLOwnerDIRECTOR AND PRESIDENT, ownership code D, individual
Jan 31, 2012 to Mar 12, 2024factForm ADV

Owns (2)

← MILAITIS, RIMAS, MICHAELOwnerDIRECTOR OF RESEARCH, ownership code B, individual
Jan 31, 2012 to Mar 12, 2024factForm ADV
← BONNELL, JOHN, CHARLESOwnerDIRECTOR OF BUSINESS DEVELOPMENT, ownership code NA, individual
Mar 25, 2019 to Mar 12, 2024factForm ADV

Dated events

Occurred
Mar 22, 2022
Regulatory AUM changed
Campbell Newman Asset Management Inc reported RAUM $1.2B, up 29% from $905.3M (2021-03-19 to 2022-03-22)
Form ADVobserved 4 days ago
$265M
Occurred
Mar 24, 2020
Regulatory AUM changed
Campbell Newman Asset Management Inc reported RAUM $775.7M, up 30% from $597.9M (2019-03-25 to 2020-03-24)
Form ADVobserved 4 days ago
$178M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87d42eae-8b06-1786-ce9b-43f20a322a87
First observed: Jan 31, 2012
Last observed: Mar 9, 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.

CAMPBELL NEWMAN ASSET MANAGEMENT INC

CRD 107003

MILWAUKEE, WI

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:87d42eae-8b06-1786-ce9b-43f20a322a87

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARY CAMPBELL BROWN

n/a

MILWAUKEE, WI

n/a

RIMAS MICHAEL MILAITIS

n/a

MILWAUKEE, WI

JOHN CHARLES BONNELL

n/a

MILWAUKEE, WI

JEREMY ALAN ELLIS

Chartered Financial Analyst

MILWAUKEE, WI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN, MARY, CAMPBELL

DIRECTOR AND PRESIDENT

yes

05/2003

Mar 9, 2026

HARRISON, ROBIN, JOY

CHIEF COMPLIANCE OFFICER

yes

02/2010

Jan 31, 2012

Mar 12, 2024

BONNELL, JOHN, CHARLES

DIRECTOR OF BUSINESS DEVELOPMENT

07/2018

Mar 9, 2026

MILAITIS, RIMAS, MICHAEL

DIRECTOR OF RESEARCH OFFICER

05/2008

Mar 9, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$1.4B

n/a

2024

Mar 3, 2025

$1.3B

n/a

2023

Mar 12, 2024

$1.2B

n/a

2022

Mar 15, 2023

$1.1B

n/a

2021

Mar 22, 2022

$1.2B

n/a

2020

Mar 19, 2021

$905M

n/a

2019

Mar 24, 2020

$776M

$736M

n/a

2018

Mar 25, 2019

$598M

$568M

n/a

2017

Mar 22, 2018

$614M

$583M

n/a

2016

Mar 8, 2017

$551M

$523M

n/a

2015

Mar 8, 2016

$496M

$451M

n/a

2014

Mar 10, 2015

$568M

$523M

n/a

2013

Feb 28, 2014

$443M

$403M

n/a

2012

Jan 18, 2013

$463M

$425M

n/a

2011

Jan 31, 2012

$463M

$429M

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

$1.4B

$1.3B

12.2%

$1.1B

10.1%