SourcingSourcing

CAMPION ASSET MANAGEMENT, LLC

C39
CRD 134002·SEC 801-64285·FAIRFAX, VA
AUM
$228.8M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$686K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMPION ASSET MANAGEMENT, LLC
CRD
134002
SEC file #
801-64285
EIN
202646039
DBA names
—

Economics

AUM
$228.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$192.6M → $228.8M▲ +19%
Client mix
Individuals Other61
Individuals High Net Worth45
Charitable Organizations5

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
FAIRFAX VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
campionam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TERENCE EDMUND CAMPION BURNS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
TERENCE EDMUND CAMPION BURNS
Burns, Michael, Patrick
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAMPIONAM.COM
Rdap Domain Creation Date
2011-11-10T21:54:36Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001843492
Edgar Registered
Yes
Edgar Filing Count
23
Edgar First Filing Date
2021-04-27
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
21
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001172661-26-001859

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
11325 RANDOM HILLS ROAD, SUITE 360FAIRFAX, VA 22030
Business
11325 RANDOM HILLS ROAD, SUITE 360FAIRFAX, VA 22030
Edgar EIN
202646039
Edgar Recent Filings
13F-HR2026-05-14 · 0001172661-26-001859
13F-HR2026-02-17 · 0001172661-26-000945
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-11-10T21:54:36Z
Rdap Domain Last Changed
2021-05-18T14:20:52Z
Rdap Nameservers
Ns13.worldnic.comNs14.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
Burns, Michael, Patrick
IAR · Direct Owner · 17.5%
6975962
BURNS, TERENCE, EDMUND
IAR · Executive Officer · 2.5%
4953955
Alyssa Tharp
IAR
8054049