James Campbell
Campbell Asset Management · Chattanooga, Tennessee
James Campbell is a fee-only financial advisor at Campbell Asset Management in Chattanooga, Tennessee, who holds the CFP credential. James focuses on tax planning, small business owners and estate & legacy planning. Campbell Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Campbell Asset Management |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $146.0M across 416 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA, NC, TN, TX · CRD 2732568 |
| Exams passed | Series 63 (1996) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.campbellassetmanagement.com |
How James's firm compares
- Campbell Asset Management's average account is about $351,000, from its Form ADV (assets managed divided by 416 accounts).
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Questions about James
Is James Campbell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Campbell Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Campbell Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Campbell based?
James Campbell is based in Chattanooga, Tennessee.
What does James specialize in?
James's specialties include tax planning, small business owners and estate & legacy planning. James works with retirees.
What credentials does James Campbell hold?
James Campbell holds the CFP credential.
Is James Campbell registered with the SEC?
Yes. James Campbell is registered as an investment adviser representative in FL, GA, NC, TN and TX (CRD 2732568), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Campbell Asset Management manage?
Campbell Asset Management reports $146.0M across 416 accounts in assets under management.
How do I contact James Campbell?
Through James's website, www.campbellassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Campbell Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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