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Insights

Boutique value A small, 100% employee-owned boutique asset manager with high-conviction portfolios and a culture centered on client focus, stewardship, transparency, integrity, and teamwork. This emphasizes potential for premium service offerings, bespoke reporting tools, and targeted relationship management with institutional and private clients.

Experienced team Key personnel with long tenures, including leadership roles in research and portfolio management, suggest stability and deep domain expertise. This can be leveraged to discuss advanced analytics, research support services, and enhanced due diligence capabilities for prospective clients.

Growth signals Revenue is in the lower tens of millions, indicating a growth phase with room for scalable technology, marketing automation, and client onboarding solutions to support expansion into more institutional and intermediary channels.

Technology footprint Tech stack includes Smarsh, WordPress, Microsoft 365, Marketo, Flywheel, and PHP with data-security settings. Opportunities exist to offer modern client portals, secure communications, CRM/marketing automation upgrades, and website optimization to improve client engagement.

Industry positioning Operating within financial services with comparisons to large asset managers, suggesting a market need for differentiating services, competitive intelligence, and scalable back-office solutions to compete effectively for institutional business and advisory mandates.

Similar companies to Campbell Newman Asset Management, Inc.

Campbell Newman Asset Management, Inc. Tech Stack

Campbell Newman Asset Management, Inc. uses 8 technology products and services including Smarsh, WordPress, Microsoft 365, and more. Explore Campbell Newman Asset Management, Inc.'s tech stack below.

  • Smarsh
    Archiving
  • WordPress
    Content Management System
  • Marketo
    Marketing Automation
  • Flywheel
    Platform As A Service
  • PHP
    Programming Languages
  • X-Content-Type-Options
    Web & Portal Technology
  • Dynamic Conditions
    Widgets

Campbell Newman Asset Management, Inc.'s Email Address Formats

Campbell Newman Asset Management, Inc. uses at least 2 email formats:
Campbell Newman Asset Management, Inc. Email FormatsExamplePercentage
FLast@campbellnewman.comJDoe@campbellnewman.com
94%
Last@campbellnewman.comDoe@campbellnewman.com
6%

Frequently Asked Questions

What is Campbell Newman Asset Management, Inc.'s official website and social media links?

Minus sign iconPlus sign iconCampbell Newman Asset Management, Inc.'s official website is campbellnewman.com and has social profiles on LinkedIn.

How much revenue does Campbell Newman Asset Management, Inc. generate?

Minus sign iconPlus sign icon As of October 2026, Campbell Newman Asset Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Campbell Newman Asset Management, Inc.'s NAICS code?

Minus sign iconPlus sign iconCampbell Newman Asset Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Campbell Newman Asset Management, Inc. have currently?

Minus sign iconPlus sign iconAs of October 2026, Campbell Newman Asset Management, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Owner: L. C., Marketing Associate: H. B. and Network Administrator: J. B. Explore Campbell Newman Asset Management, Inc.'s employee directory with LeadIQ.

What industry does Campbell Newman Asset Management, Inc. belong to?

Minus sign iconPlus sign iconCampbell Newman Asset Management, Inc. operates in the Financial Services industry.

What technology does Campbell Newman Asset Management, Inc. use?

Minus sign iconPlus sign iconCampbell Newman Asset Management, Inc.'s tech stack includes Smarsh, WordPress, Microsoft 365, Marketo, Flywheel, PHP, X-Content-Type-Options and Dynamic Conditions.

What is Campbell Newman Asset Management, Inc.'s email format?

Minus sign iconPlus sign iconCampbell Newman Asset Management, Inc.'s email format typically follows the pattern of FLast@campbellnewman.com. Find more Campbell Newman Asset Management, Inc. email formats with LeadIQ.

When was Campbell Newman Asset Management, Inc. founded?

Minus sign iconPlus sign iconCampbell Newman Asset Management, Inc. was founded in 1977.
Campbell Newman Asset Management, Inc. logo

Campbell Newman Asset Management, Inc.

Financial ServicesWisconsin, United States2-10 Employees

Campbell Newman Asset Management, Inc. is a small, employee-owned boutique investment manager serving institutional, intermediary, and private clients. It runs two strategies built around high-quality securities and high-conviction ideas, guided by judgment backed by experience. The firm's culture centers on five core values: client focus, stewardship, transparency, integrity, and teamwork. 

Based in Milwaukee, Wisconsin, the company is registered with the Securities and Exchange Commission as an investment adviser. This regulatory status places it within the financial services industry and informs its approach to serving a diverse client base with a measured, relationship-oriented investment process.

Section iconCompany Overview

Website
campbellnewman.com
NAICS Code
52 - Finance and Insurance
Founded
1977
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M - $25M

    Campbell Newman Asset Management, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Owner at Campbell Newman Asset Management, Inc.
    L. C.
    Owner
    Mobile Phone
  • Marketing Associate at Campbell Newman Asset Management, Inc.
    H. B.
    Marketing Associate
    Mobile Phone
  • Network Administrator at Campbell Newman Asset Management, Inc.
    J. B.
    Network Administrator
    Mobile Phone

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