A.G. CAMPBELL ADVISORY, LLC

RIASEC RegisteredEst. 2014
Total AUM
$404M
Discretionary
$284M
70% of AUM
Avg account
$1.9M
Accounts
217
Employees
5
Advisory reps
4

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
162150
Registered since
December 3, 2014
Website
agcadvisory.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI67.44%
  • Corporations / Businesses28.32%
  • Individuals2.97%
  • Pension & Profit Sharing Plans1.27%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

A.G. Campbell Advisory, LLC is an independent registered investment adviser formed in 2014 and run by an individual owner. The firm acts as a capital allocator for both high-net-worth individuals and institutional clients, combining financial planning and portfolio management with the selection of third‑party managers. Fee arrangements include a percentage of assets under management and hourly charges. Investment activity tilts heavily toward publicly traded equities, but the firm also integrates third‑party alternative managers and insurance products where appropriate. The advisory practice emphasizes customized portfolios for a relatively small client base, using externally managed strategies alongside in‑house allocation decisions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Cash & Cash Equivalents 9%, Investment Grade Corp Bonds 7%, US Government Bonds 2%82%
  • Exchange Traded Equities82%
  • Cash & Cash Equivalents9%
  • Investment Grade Corp Bonds7%
  • US Government Bonds2%

Owners & executives

1 of 1

  • ALEXANDER CAMPBELL

    Co-Founder and CEOCRD 1390349

Contacts

3 of 3

  • Elizabeth Brennen

    Investment Advisor RepresentativeCRD 1678369

  • Alexander Campbell

    Vice President and Investment AdvisorCRD 7148168

  • MARK SCOTT

    Co-FounderCRD 1278844

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 71

Active vs passive

$8.1M in ETFs

Passive

97%

$7.9M

Active

1%

$277K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM BOND INDEX FUND (BSV)VanguardPassiveShort Term Bond$1.2M15,04314.57%
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Location

Primary office

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE CITY
Address
190 W Ostend St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth