SourcingSourcing

CAMPBELL NEWMAN ASSET MANAGEMENT INC

C30
CRD 107003·SEC 801-8825·MILWAUKEE, WI
AUM
$1.44B
$1B+
Est. Revenue
$14.4M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMPBELL NEWMAN ASSET MANAGEMENT INC
CRD
107003
SEC file #
801-8825
EIN
392018056
DBA names
—

Economics

AUM
$1.44B
AUM band
$1B+
AUM trajectory
'20'26
$597.9M → $1.44B▲ +141%
Client mix
Individuals Other1,186
Individuals High Net Worth236
Pension Profit Sharing Plans22
Corporations17
Charitable Organizations13

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
MILWAUKEE WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
campbellnewman.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BROWN, MARY, CAMPBELL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BROWN, MARY, CAMPBELL
MILAITIS, RIMAS, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
CAMPBELLNEWMAN.COM
Rdap Domain Creation Date
1998-04-08T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
188
Form 5500 Total Compensation
6,600,558
Form 5500 Compensation Trajectory 3y
20256,448,661
2026151,897
Form 5500 Plan Count Trajectory 3y
2025182
20266
Schedule C Total Compensation
6,600,558
Schedule C Service Provider Rows
188

SEC EDGAR

Edgar Cik
0001141802
Edgar Registered
Yes
Edgar Filing Count
95
Edgar First Filing Date
2005-02-14
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
93
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001085146-26-000398
Edgar Former Names
NORTHWESTERN MUTUAL TRUST CO

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Raymond James2
Morgan Stanley1
Edgar Addresses
Mailing
720 EAST WISCONSIN AVENUEMILWAUKEE, WI 53202
Business
720 EAST WISCONSIN AVENUEMILWAUKEE, WI 53202
Edgar EIN
392018056
Edgar Recent Filings
13F-HR2026-05-07 · 0001085146-26-000398
13F-HR/A2026-02-10 · 0001141802-26-000007
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-07T04:00:00Z
Rdap Domain Last Changed
2022-02-06T09:23:45Z
Rdap Nameservers
Ns75.worldnic.comNs76.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4334665
Trust Company Affiliate
No

People (5)

5
BROWN, MARY, CAMPBELL
IAR · Direct Owner · 62.5%
4334665
MILAITIS, RIMAS, MICHAEL
IAR · Direct Owner · 17.5%
2853891
BONNELL, JOHN, CHARLES
IAR · Executive Officer · 2.5%
4533472
HARRISON, ROBIN, JOY
Executive Officer · 2.5%
2212255
JEREMY ALAN ELLIS
IAR
5964259