Campbell Asset Management, LLC

Campbell Asset Management, LLC (CRD# 125052) is a financial advisory firm headquartered in Chattanooga, TN. They manage $109,174,446 in 398 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
301 Forest Avenue, Chattanooga, TN 37405
http://www.campbellassetmanagement.com/
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $274,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, MS, NC, TN, TX

Financial Advisors at Campbell Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James Campbell, financial advisor Chattanooga TN
James P. Campbell
CRD#: 2732568
301 Forest Avenue, Chattanooga, TN 37405

James Campbell (CRD# 2732568) is an Investment Advisor Representative working at Campbell Asset Management, LLC in Chattanooga, TN and has over 27 years of experience in the finance industry.

2
Ernest Gross, financial advisor Chattanooga TN
Ernest F. Gross
CRD#: 1929413
301 Forest Avenue, Chattanooga, TN 37405

Ernest Gross (CRD# 1929413) is an Investment Advisor Representative working at Campbell Asset Management, LLC in Chattanooga, TN and has over 35 years of experience in the finance industry.

3
Ashley Heck, financial advisor Chattanooga TN
Ashley J. Heck
CRD#: 6408117
301 Forest Avenue, Chattanooga, TN 37405

Ashley Heck (CRD# 6408117) is an Investment Advisor Representative working at Campbell Asset Management, LLC in Chattanooga, TN and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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