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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 1,382 | 1,475 | increased by93 |
| Apr 1, 2026 | AUM | $1,285,363,650 | $1,442,362,896 | increased by$156,999,246 |
| Apr 1, 2026 | Accounts | 1,382 | 1,475 | increased by93 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,135 | 1,382 | increased by247 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,170,770,692 | $1,285,363,650 | increased by$114,592,958 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,135 | 1,382 | increased by247 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 1,003 | 1,135 | increased by132 |
| Apr 1, 2022 | AUM | $905,277,361 | $1,170,770,692 | increased by$265,493,331 |
| Apr 1, 2022 | Accounts | 1,003 | 1,135 | increased by132 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAMPBELL NEWMAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAMPBELL NEWMAN” 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.