Campion Asset Management, LLC

Campion Asset Management, LLC (CRD# 134002) is a financial advisory firm headquartered in Vienna, VA. They manage $201,969,580 in 265 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $762,149
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, KY, MD, VA

Financial Advisors at Campion Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Terence E. Burns
CRD#: 4953955
8381 Old Courthouse Road, Suite 350, Vienna, VA 22182
90
Wealthminder
score

Terence Burns (CRD# 4953955) is an Investment Advisor Representative working at Campion Asset Management, LLC in Vienna, VA and has 1 year of experience in the finance industry.

2
Ankit U. Choksi
CRD#: 5521307
8381 Old Courthouse Road, Suite 350, Vienna, VA 22182
90
Wealthminder
score

Ankit Choksi (CRD# 5521307) is an Investment Advisor Representative working at Campion Asset Management, LLC in Vienna, VA and has over 3 years of experience in the finance industry.

3
Bradley M. Wellens
CRD#: 6621460
8381 Old Courthouse Road, Suite 350, Vienna, VA 22182
89
Wealthminder
score

Bradley Wellens (CRD# 6621460) is an Investment Advisor Representative working at Campion Asset Management, LLC in Vienna, VA and has over 2 years of experience in the finance industry.

4
Justin A. Angel
CRD#: 6834682
8381 Old Courthouse Road, Suite 350, Vienna, VA 22182
87
Wealthminder
score

Justin Angel (CRD# 6834682) is an Investment Advisor Representative working at Campion Asset Management, LLC in Vienna, VA and has 1 year of experience in the finance industry.

5
Zachary C. Shreve
CRD#: 6787526
8381 Old Courthouse Road, Suite 350, Vienna, VA 22182
87
Wealthminder
score

Zachary Shreve (CRD# 6787526) is an Investment Advisor Representative working at Campion Asset Management, LLC in Vienna, VA and has 1 year of experience in the finance industry.

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