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CAMPBELL NEWMAN ASSET MANAGEMENT INC
CRD 107003File 801-8825
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.44B
Above cohort median (national)
Discretionary AUM
$1.44B
Clients
1,475
1,475 accounts
Employees
9
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 26, 1972
- Principal office
- 330 EAST KILBOURN AVENUE, SUITE 1125, MILWAUKEE, WI, 53202
- Phone
- 414-908-6670
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.44B
- Discretionary AUM
- $1.44B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,475
- Non-discretionary accounts
- 0
- Total accounts
- 1,475
- AUM per client
- $978K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $244.8M |
| Charitable organizations | 13 | $44.9M |
| High net worth individuals | 236 | $628.9M |
| Pension and profit sharing plans | 22 | $28.5M |
| State or municipal government entities | 1 | $46.9M |
| Individuals (other than high net worth individuals) | 1,186 | $448.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FEES ARE BASED ON UNDERLYING CLIENT ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.