Campbell & Company Investment Adviser LLC
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Learn more about Campbell & Company Investment Adviser LLC
Overview
Campbell & Company Investment Adviser LLC is a financial advisor firm headquartered in Baltimore, Maryland. The firm handles $2.0 billion in assets throughout nine accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). It has an average-sized group, including 25 financial advisors. Campbell & Company Investment Adviser LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like bonds, stocks and options.
Campbell & Company Investment Adviser LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell choices for the client's account without requiring client authorization. The company's typical account size is $221.5 million. An average financial advisor at Campbell & Company Investment Adviser LLC administers fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's headquarters is located at 2850 Quarry Lake Drive, Baltimore, Maryland 21209. The firm is permitted to serve customers in the state of Maryland.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Campbell & Company Investment Adviser LLC by the Numbers
$2.0 billion
62
9
$221.5 million
Fee Structure
Financial advisory fees largely vary depending on which service is offered. However, fees billed by the company likely include the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to investment companies, pooled investment vehicles and other. Out of its nine accounts, Campbell & Company Investment Adviser LLC's biggest client group is pooled investment vehicles. About 60% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Campbell & Company Investment Adviser LLC does not have any disclosures.
Please visit its Form ADV for more details.
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