DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Campbell Newman Asset Management Inc
Latest filing Mar 9, 2026
First filing on the tape Jan 31, 2012 · 28 filings
SEC status approved since Aug 26, 1972
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
75%
$1.1B individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$361M
derived; firm RAUM over IAPD count
Employees
9
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$1.4B as of Mar 9, 2026
Jan 31, 2012$463M then
HNW client RAUM$629M as of Mar 9, 2026
Mar 22, 2018$307M then
State-registered IARs (5.B.3)5 as of Mar 9, 2026
Jan 18, 20133 then
Employees (5.A)9 as of Mar 9, 2026
Jan 18, 20136 then
Private funds: no history
RAUM +12% over the last fiscal year+10% a year over threeIARs 4 to 5
Practice profile
derived from the filing of Mar 9, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $361MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 356derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $977,873derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 8.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.9%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $83.6M, 28 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$629M44%
- Individuals$448M31%
- Corporations and businesses$245M17%
- State and municipal entities$46.9M3.2%
- Charitable organizations$44.9M3.1%
- Pension and profit-sharing plans$28.5M2.0%
- Individual clients
- 1,186reported
- HNW clients
- 236reported
- Pension plan clients
- 22reported
- Charitable clients
- 13reported
- Accounts
- 1,475reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $71.0M managedreported
- Custody of client assets
- $83.6M for 28 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.75 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Mary Campbell Brown | Milwaukee, Wi | Feb 4, 1988 | 39 y | 0 |
| Rimas Michael Milaitis | Milwaukee, Wi | Mar 17, 2005 | 27 y | 1 |
| John Charles Bonnell | Milwaukee, Wi | Dec 18, 2017 | 23 y | 1 |
| Jeremy Alan EllisChartered Financial Analyst | Milwaukee, Wi | Feb 24, 2021 | 12 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Jeremy Alan Ellis from Robert W. Baird & Co. IncorporatedFeb 24, 2021 · RIA to RIA
- John Charles Bonnell from Touchstone Advisors IncDec 18, 2017 · Other
- Rimas Michael Milaitis from Strong Capital Management IncMar 17, 2005 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Campbell Mary Brown · Director And Presidentcontrolsince 05/2003 · owns 50% to 75%
- Joy Robin Harrison · Chief Compliance Officercontrolsince 02/2010 · owns less than 5%
- Charles John Bonnell · Director Of Business Developmentsince 07/2018 · owns less than 5%
- Michael Rimas Milaitis · Director Of Research Officersince 05/2008 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Milwaukee, Wi · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 9, 2026HARRISON, ROBIN, JOY (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2019-03-25 and 2026-03-09peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 1,382 to 1,475Dec 2, 2025 to Mar 9, 2026
- Advisory employees · 3 to 4Dec 2, 2025 to Mar 9, 2026
- Charity clients · 11 to 13Dec 2, 2025 to Mar 9, 2026
- HNW clients · 203 to 236Dec 2, 2025 to Mar 9, 2026
- Individual clients · 1,127 to 1,186Dec 2, 2025 to Mar 9, 2026
- Pension plan clients · 23 to 22Dec 2, 2025 to Mar 9, 2026
- Assets in custody · $89.8M to $83.6MDec 2, 2025 to Mar 9, 2026
- Employees · 8 to 9Dec 2, 2025 to Mar 9, 2026
- State-registered IARs · 4 to 5Dec 2, 2025 to Mar 9, 2026
- Discretionary RAUM · $1.3B to $1.4BDec 2, 2025 to Mar 9, 2026
- HNW RAUM · $530M to $629MDec 2, 2025 to Mar 9, 2026
- Individual RAUM · $408M to $448MDec 2, 2025 to Mar 9, 2026
- Pension RAUM · $24.7M to $28.5MDec 2, 2025 to Mar 9, 2026
- RAUM · $1.3B to $1.4BDec 2, 2025 to Mar 9, 2026
- Wrap assets (manager) · $65.0M to $71.0MDec 2, 2025 to Mar 9, 2026
- Accounts · 1,319 to 1,382Mar 12, 2024 to Mar 3, 2025
- Charity clients · 12 to 11Mar 12, 2024 to Mar 3, 2025
- Corporate clients · 18 to 17Mar 12, 2024 to Mar 3, 2025
- HNW clients · 200 to 203Mar 12, 2024 to Mar 3, 2025
- Individual clients · 1,064 to 1,127Mar 12, 2024 to Mar 3, 2025
- Assets in custody · $82.1M to $89.8MMar 12, 2024 to Mar 3, 2025
- Financial planning clients · unset to Mar 12, 2024 to Mar 3, 2025
- Discretionary RAUM · $1.2B to $1.3BMar 12, 2024 to Mar 3, 2025
- HNW RAUM · $491M to $530MMar 12, 2024 to Mar 3, 2025
- Individual RAUM · $369M to $408MMar 12, 2024 to Mar 3, 2025
- Pension RAUM · $23.0M to $24.7MMar 12, 2024 to Mar 3, 2025
- RAUM · $1.2B to $1.3BMar 12, 2024 to Mar 3, 2025
- Wrap assets (manager) · $62.4M to $65.0MMar 12, 2024 to Mar 3, 2025
- Accounts · 1,249 to 1,319Jan 5, 2024 to Mar 12, 2024
- Charity clients · 9 to 12Jan 5, 2024 to Mar 12, 2024
- Corporate clients · 17 to 18Jan 5, 2024 to Mar 12, 2024
- HNW clients · 180 to 200Jan 5, 2024 to Mar 12, 2024
- Individual clients · 1,019 to 1,064Jan 5, 2024 to Mar 12, 2024
- Pension plan clients · 22 to 23Jan 5, 2024 to Mar 12, 2024
- Assets in custody · $100M to $82.1MJan 5, 2024 to Mar 12, 2024
- Discretionary RAUM · $1.1B to $1.2BJan 5, 2024 to Mar 12, 2024
- HNW RAUM · $444M to $491MJan 5, 2024 to Mar 12, 2024
- Individual RAUM · $327M to $369MJan 5, 2024 to Mar 12, 2024
- Pension RAUM · $18.9M to $23.0MJan 5, 2024 to Mar 12, 2024
- RAUM · $1.1B to $1.2BJan 5, 2024 to Mar 12, 2024
Signals
2 dated events
- Campbell Newman Asset Management Inc reported RAUM $1.2B, up 29% from $905.3M (2021-03-19 to 2022-03-22)Mar 22, 2022 · RAUM change · derived
- Campbell Newman Asset Management Inc reported RAUM $775.7M, up 30% from $597.9M (2019-03-25 to 2020-03-24)Mar 24, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 414-908-6670reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/10361925reportedpublic record, Form ADV, Sep 17, 2026
- Website
- CAMPBELLNEWMAN.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 414-908-6670reportedpublic record, Form ADV, Mar 9, 2026
- Team page
- campbellnewman.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $361Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026