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CAMPBELL CAPITAL MANAGEMENT INC

CRD 106130File 801-31473
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$303.3M
Below cohort median (national)
Discretionary AUM
$303.3M
Clients
265
265 accounts
Employees
3
Below cohort median in FL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
MIRO
Registration date
Apr 1, 1988
Principal office
7301 SW 57TH CT., STE 540, MIAMI, FL, 33143-5373
Phone
305-670-3140

Assets & accounts

ADV Item 5F
Total regulatory AUM
$303.3M
Discretionary AUM
$303.3M
Non-discretionary AUM
$0
Discretionary accounts
265
Non-discretionary accounts
0
Total accounts
265
AUM per client
$1.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals101$246.8M
Individuals (other than high net worth individuals)164$56.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients263265increased by2
Apr 1, 2026AUM$247,602,076$303,336,000increased by$55,733,924
Apr 1, 2026Accounts263265increased by2
May 1, 2025
vs Oct 1, 2022
Clients259263increased by4
May 1, 2025
vs Oct 1, 2022
AUM$264,142,106$247,602,076decreased by$16,540,030
May 1, 2025
vs Oct 1, 2022
Accounts259263increased by4
Apr 1, 2022Clients234259increased by25
Apr 1, 2022AUM$221,644,381$264,142,106increased by$42,497,725
Apr 1, 2022Accounts234259increased by25
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CAMPBELL CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAMPBELL CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.