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Data / Investment advisers / Virginia / Campion Asset Management, LLC

Campion Asset Management, LLC, Fairfax, VA: $229 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Campion Asset Management, LLC is an SEC registered investment adviser with its main office in Fairfax, Virginia and reports $229 million in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.

The request: Watch Campion Asset Management, LLC (CRD number 134002): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
134002
SEC file number
801-64285
SEC status
Approved, effective March 23, 2006
Main office
11325 Random Hills Road Suite 360, A176, Fairfax, VA 22030
Phone
(703) 848-0344
Website
campionam.com
Regulatory AUM
$228,802,834 in the Form ADV filed March 4, 2026
Discretionary AUM
$185,394,941
Non discretionary AUM
$43,407,893
Accounts
298
Employees
3, of which 3 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, hourly charges, fixed fees
Other offices
2
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 4, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
High net worth individuals45$179.7 million
Charitable organizations5$31.9 million
Individuals (other than high net worth individuals)61$17.3 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$228.8 millionMarch 4, 2026
December 1, 2025$203.8 millionJuly 31, 2025

Other advisers in Virginia

AdviserCityAUMPrivate fundsSource
Highstone GroupRichmond$263.9 millionNot listedadviserinfo.sec.gov
Keystone Asset Management, Inc.McLean$261 millionNot listedadviserinfo.sec.gov
Cobblestone Asset ManagementRichmond$258.9 millionNot listedadviserinfo.sec.gov
Argo Wealth Advisory, LLCMcLean$256.2 millionNot listedadviserinfo.sec.gov
Alpha Advisors, LLCRichmond$256.1 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.