SourcingSourcing

CAMPBELL CAPITAL MANAGEMENT INC

A68
CRD 106130·SEC 801-31473·MIAMI, FL
AUM
$303.3M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$910K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMPBELL CAPITAL MANAGEMENT INC
CRD
106130
SEC file #
801-31473
EIN
650298246
DBA names
—

Economics

AUM
$303.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$169.0M → $303.3M▲ +80%
Client mix
Individuals Other164
Individuals High Net Worth101

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
3 advisors → 1 advisors▼ -67%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
camcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAMPBELL, CLAY, GILE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CAMPBELL, CLAY, GILE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAMCAP.COM
Rdap Domain Creation Date
1996-03-18T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000826794
Edgar Registered
Yes
Edgar Filing Count
29
Edgar First Filing Date
2019-02-15
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
29
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0000826794-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
7301 SW 57 CTSUITE 540MIAMI, FL 33143
Business
7301 SW 57 CTSUITE 540MIAMI, FL 33143
Edgar EIN
650298246
Edgar Recent Filings
13F-HR2026-05-01 · 0000826794-26-000004
13F-HR2026-01-28 · 0000826794-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-19T04:00:00Z
Rdap Domain Last Changed
2022-10-15T06:12:18Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1396558
Trust Company Affiliate
No

People (1)

1
CAMPBELL, CLAY, GILE
IAR · Direct Owner · 87.5%
1396558