Campbell Capital Management
Campbell Capital Management is a family-owned, SEC-registered RIA founded in 1987 in Miami, providing fee-based investment management, tax consulting, and estate planning to high-net-worth individuals and families, primarily in the Southeast US.
- Company typePrivate
- Founded1987
- HeadquartersMiami, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Campbell Capital Management does
Campbell Capital Management (CCM) is a privately held, SEC-registered Registered Investment Advisor founded in 1987 by Clay Campbell and headquartered in Miami, Florida. The firm operates as a fee-based wealth management practice serving high-net-worth individuals and families, primarily in the Southeast US, with an integrated offering across three core services: personalized investment management (Money Management), tax consulting, and estate planning. CCM positions itself around capital preservation, fiduciary alignment (the firm invests its own capital alongside clients), and avoidance of opaque Wall Street products, using ETFs and mutual funds for diversification. The practice is family-owned and multi-generational, currently led by Clay Campbell as Chief Executive Officer with Madeline Jusino as Director of Operations.
The firm's operational backbone is provided by long-standing partnerships with LaSalle St. Securities (broker-dealer) and National Financial Services, a Fidelity entity (custody and execution), both maintained for nearly 40 years. Client access is enabled through self-serve portals on Wealthscape and Advyzon, while new client acquisition is driven by the firm website, quarterly newsletters (published continuously since at least 2005, most recently in January 2026), and direct consultation scheduling via Typeform. Marketing presence extends across LinkedIn, Instagram, and Facebook. CCM files quarterly 13F disclosures showing active public-equity positioning (Q4 2025 disclosed positions include Toast, Intuit, Kimberly-Clark, ServiceNow, Uber, Nasdaq, and SPDR Gold totaling roughly $37M in long exposure, reflecting the firm's own investment book rather than disclosed client AUM).
The firm is a small practice (1-10 employees) with no disclosed institutional investors, no private equity backing, and no disclosed revenue or AUM figures. Its growth posture is best characterized as steady-state independent operation, relying on referral-style acquisition and longevity-based trust rather than product expansion, geographic expansion, or technology differentiation. No AI/ML capabilities, proprietary software, or technology products are disclosed; CCM operates as a traditional human-advisory RIA.
Campbell Capital Management firmographics
Firmographics- Name
- Campbell Capital Management
- Legal name
- Campbell Capital Management
- Website
- https://camcap.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Campbell Capital Management is a family-owned, SEC-registered RIA founded in 1987 in Miami, providing fee-based investment management, tax consulting, and estate planning to high-net-worth individuals and families, primarily in the Southeast US.
- Ownership category
- akta.pro rank
Campbell Capital Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
Keywords
Where Campbell Capital Management is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Campbell Capital Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Fee-based Investment Management: Campbell Capital Management operates as a fee-based money manager, charging fees for investment advisory services. They offer personalized wealth plans, investment management, tax consulting, and estate planning services to help clients achieve financial independence.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Not specified | Fee-based investment management services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Campbell Capital Management product offering
Product offeringCore offering
Campbell Capital Management is a fee-based Registered Investment Advisor that delivers personalized money management, tax consulting, and estate planning to high-net-worth individuals and families. The firm develops customized investment approaches focused on capital preservation, using ETFs and mutual funds for diversification while avoiding Wall Street products with hidden fees, and integrates tax and estate planning with portfolio management.
Product overview
Campbell Capital Management offers a unified suite of wealth management services centered on three core offerings: Money Management (personalized investment management and capital preservation), Tax Consulting (tax planning integrated with investment strategy), and Estate Planning (intergenerational wealth structuring). The firm operates as a fee-based Registered Investment Advisor, providing full transparency, daily reconciliation, and independent investment decisions using ETFs and mutual funds for diversification. The three services are offered as an integrated advisory package rather than discrete product modules.
Differentiator
Problem solved
Functional benefit
Products and services
- Money Management Fee-based investment management services that develop personalized investment approaches tailored to client goals, focusing on capital preservation and risk management while avoiding costly Wall Street products with hidden fees. Targeted at high-net-worth individuals and families served by the firm.
- Tax Consulting Professional tax planning and consulting services integrated with investment management to optimize client wealth strategies, provided to high-net-worth individuals and families alongside portfolio management.
- Estate Planning Comprehensive estate planning services designed to help clients structure and preserve wealth across generations, delivered as part of the firm's integrated advisory offering to high-net-worth individuals and families.
Companies that use Campbell Capital Management
Customer profileSegments1 record
Ideal customer profiles1 record
Campbell Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Campbell Capital Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves4 records
Expansion highlights3 records
Campbell Capital Management competitors and assessment
Company assessmentDirect peers
- Edelman Financial Engines: Large independent RIA serving HNW individuals with fee-based wealth management, financial planning, and investment management. Comparable business model and HNW client focus, though significantly larger scale.
- Creative Planning: Fee-only RIA providing wealth management, tax planning, and estate planning to HNW individuals and families. Closely comparable integrated advisory offering and client segment, though at much larger scale.
- Mariner Wealth Advisors: Independent, fee-based RIA delivering comprehensive wealth advisory, tax, and estate planning services to HNW clients. Highly comparable integrated service model and target market.
- Hightower Advisors: RIA partnership model serving HNW clients with fee-based wealth management, financial planning, and tax/estate services. Comparable offering through a different (partnership) structural model.
- Carson Group: Wealth management firm serving HNW individuals with holistic financial planning, investment management, and tax/estate services. Comparable client-centric advisory model, though operating through an advisor-support platform.
- Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based investment management and comprehensive financial planning for HNW clients. Comparable fiduciary model and personalized advisory approach.
- Halbert Hargrove: Long-established, fee-only RIA providing wealth management and financial planning to HNW individuals and families. Closely comparable in longevity, independent structure, and HNW focus.
- Signature Estate & Investment Advisors: Independent RIA offering investment management, tax, and estate planning services to HNW clients. Comparable integrated offering and similar size/scale profile.
- Modera Wealth Management: Fee-only RIA providing comprehensive financial planning, investment management, and tax services to HNW clients. Comparable independent RIA model at similar mid-market scale.
Broad incumbents
- Focus Financial Partners: Leading partnership of independent RIAs providing wealth management services including investment, tax, and estate planning to HNW clients. Functions as a broad incumbent aggregator of firms comparable to CCM.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Campbell Capital Management social profiles
Digital presenceCampbell Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Campbell Capital Management leadership team
Management profileNumber of profiles
Profiles2 records
Campbell Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Campbell Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Campbell Capital Management
What does Campbell Capital Management do?
Campbell Capital Management is a fee-based Registered Investment Advisor that delivers personalized money management, tax consulting, and estate planning to high-net-worth individuals and families. The firm develops customized investment approaches focused on capital preservation, using ETFs and mutual funds for diversification while avoiding Wall Street products with hidden fees, and integrates tax and estate planning with portfolio management.
Is Campbell Capital Management a public or private company?
Campbell Capital Management is a private company. It is classified as family owned and is currently operating.
When was Campbell Capital Management founded?
Campbell Capital Management was founded in 1987. It employs 1 to 10 people.
Where is Campbell Capital Management based?
Campbell Capital Management is headquartered in Miami, United States, in the North America region.
How does Campbell Capital Management make money?
One revenue line is on record: fee-based Investment Management.
Who are Campbell Capital Management's main competitors?
Direct peers on record are Edelman Financial Engines, Creative Planning, Mariner Wealth Advisors, Hightower Advisors, Carson Group, Buckingham Strategic Wealth, Halbert Hargrove, Signature Estate & Investment Advisors and Modera Wealth Management. Focus Financial Partners is listed as a broad incumbent.
Does Campbell Capital Management have an API?
No public API is recorded for Campbell Capital Management.
What industry is Campbell Capital Management in?
Campbell Capital Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.