Campion Asset Management, LLC (Vienna)

Name: Campion Asset Management, LLC
Address: 8381 Old Courthouse Road, Vienna, VA, 22182
Telephone: 703-848-0344

Campion Asset Management, LLC is a large advisory firm based in Vienna. It manages $192.55 million of regulatory assets for 256 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida, Georgia, Kentucky, Maryland, and Virginia.

Campion Asset Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Campion Asset Management: assets under management

The assets under management (AUM) of Campion Asset Management, LLC is $192.55 million. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $158.14 million in discretionary accounts and $34.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $648.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.87 million.

Investments

The firm invests in investment and business development companies the most. They account for 62% of the total AUM. The second-largest asset type is exchange traded securities, which make up 32% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Campion Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Terence Edmund Burns serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Terence Edmund Burns is high net worth individuals with 44 clients and $129.41 million of assets under management. Among the 10 most similar advisory firms, Campion Asset Management has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $192.55 million for 98 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Campion Asset Management doesn't advise any private funds.

Careers at Campion Asset Management, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Terence Edmund Burns has been acting as President since 1 May 2005. Betty Ansin Smallwood joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Terence Edmund Burns	President/managing member/chief compliance officer	1 May 2005	75% - 100%	4953955
Betty Ansin Smallwood	Member	1 May 2005	Other	4953958
John Marshall Smallwood	Member	1 May 2005	Other	4953959
Deedee Rhea Mccracken	Member	1 May 2005	Other	4953960
Kevin Bartlett Mccracken	Member	1 May 2005	Other	4953962
Nancy Jamison Ramseyer	Member	1 May 2005	Other	4953965
Alice Trent Armbruster	Member	1 May 2005	Other	1901726
Catharine Walker Hopkins	Member	1 May 2005	Other	4953966

Based in Vienna

The principal office where Campion Asset Management, LLC performs its advisory services is located at 8381 Old Courthouse Road, Vienna, VA 22182, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-848-0344 or by fax 703-852-7348. The normal business hours are 9:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at campionam.com.