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Campbell Robert Logan (Denver)


Campbell Robert Logan is a large advisory firm based in Denver. It manages $67.64 million of regulatory assets for 251 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Oklahoma.




Campbell Robert Logan provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Campbell Robert Logan: assets under management

The assets under management (AUM) of Campbell Robert Logan is $67.64 million. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.8 million in discretionary accounts and $837.05 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $269.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $279.02 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Campbell Robert Logan for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denver

The principal office where Campbell Robert Logan performs its advisory services is located at 1777 South Harrison, Suite 620, Denver, CO 80210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-759-4414X18 or by fax 303-753-6496. The normal business hours are 8:30am-5:30pm on Monday - Friday.


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