Aerial view of downtown Chattanooga at dusk, with the Tennessee Aquarium and Lookout Mountain beyond.

About Campbell Asset Management

Serving individuals, businesses, trusts and estates for over two decades.

ESTABLISHED 2003

A Legacy of Independence

Campbell Asset Management, LLC® was founded over 20 years ago by James P. Campbell III to provide fee-only advice that strives to always put our clients’ interests first.

Frustrated by the conflicts of interest prevalent in the financial services industry, Jim sought to create a firm where advice was driven by client goals, rather than brokerage commissions. We continue in that commitment as an independent, fee-only Registered Investment Advisory Firm (RIA).

Understanding the connection between clients’ investments and their taxes, the firm saw the benefit of providing both services for their clients.

Our Core Principles

We are guided by a set of core principles that define how we serve our clients.

Fiduciary Standard

As fiduciaries, we are legally and ethically bound to act in your best interest at all times. No hidden fees, no commissions, just objective advice.

Personalized Approach

A personalized approach to portfolio construction, tax planning, and tax preparation.

Professional Standard

By combining CFP® and CPA professionals, we provide a collaborative client experience.

Meet Our Team

A dedicated team of professionals committed to your financial success.

Jim Campbell, CFP®

Principal and Chief Compliance Officer

Jim Campbell, CFP®, Principal and Chief Compliance Officer, has worked in the investment industry for more than 30 years. Jim began his investment career at A.G. Edwards, before founding Campbell Asset Management, LLC in 2003. He earned a B.S. in Economics from the University of Tennessee and is a Certified Financial Planner®. Jim and his wife, Eunice, have four children and live in North Chattanooga with their dog, Lucy.

Certified Financial Planner™ (CFP®)

Ashley Heck, FPQP®

Client Service and Regulatory Compliance

Ashley Heck, FPQP® has worked in the investment advisory business for 15 years. She joined Campbell Asset Management in 2017 to oversee client service and regulatory compliance. Prior to moving back to Chattanooga, she spent six years in the creative industry in New York City. Ashley has a B.S. in Business Administration from Auburn University and is a graduate of Girls Preparatory School. In her free time, Ashley enjoys playing soccer and tennis, serving on the board of the Chattanooga Auburn club, and spending time with her family.

Financial Paraplanner Qualified Professional™

Doug Gascay, CPA

Tax Planning and Preparation

Doug Gascay, CPA, Tax Planning and Preparation, oversees the firm’s tax preparation and tax planning services. He started his public accounting career at Ernst & Young (EY), where he obtained his CPA license. Before joining Campbell Asset Management, he served for over 10 years as the CFO for a national Christian non-profit organization. Doug graduated from Loma Linda University in Riverside, CA, with a B.S. in Accounting. He lives with his wife, Natalie, on Watts Bar Lake. In his free time, he enjoys entertaining his eight grandchildren on the lake, as well as watching sports and cooking.

Certified Public Accountant (CPA)

Jacob Higgins

Relationship Manager

Jacob Higgins joined Campbell Asset Management in 2025. Jacob has a bachelor’s degree from Dalton State College in Finance and Applied Economics and Jacob is a candidate for the Certified Financial Planner (CFP®) certification. Prior to working with Campbell, Jacob worked at another local investment firm where he specialized in insurance and financial planning. In his free time, he enjoys spending time with his wife, Katherine, watching Georgia football, and spending time outdoors.