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.
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 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.
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.
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.
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.