A.g. Campbell Advisory, LLC
● SEC registered since 2014CRD 162150SEC# 801-80616Baltimore, MD
Reg. AUM
$403.9M
Employees
5
Accounts
217
Location
Baltimore, MD
About A.g. Campbell Advisory
A.G. Campbell Advisory is an independent firm offering custom investment advice, financial planning, and family office services for individuals and institutions. Founded in 2012, it aims to give clients large-firm resources without large-institution conflicts, with values centered on trust, ethics, independence, and transparency. The team invests alongside clients and looks across asset classes for opportunities, including when quality assets trade below perceived worth.
Summary based on the firm’s website.
A.g. Campbell Advisory, LLC assets under management
A.g. Campbell Advisory, LLC operates as an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2014. It reports $403.9 million in regulatory assets under management and employs 5 people.
A.g. Campbell Advisory, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Gould Campbell Control | Founding Principal | 50-75% | 2012 |
| Elizabeth Brennen Control | Principal | 10-25% | 2022 |
| Mark David Scott Control | Managing Principal - Cco | 25-50% | 2013 |
Frequently asked questions
How much does A.g. Campbell Advisory, LLC manage?
A.g. Campbell Advisory, LLC reports $403.9 million in regulatory assets under management on its Form ADV.
How many employees does A.g. Campbell Advisory, LLC have?
A.g. Campbell Advisory, LLC reports 5 employees.
Where is A.g. Campbell Advisory, LLC located?
A.g. Campbell Advisory, LLC is based in Baltimore, MD and has been SEC-registered since 2014.
Does A.g. Campbell Advisory, LLC disclose fund performance?
A.g. Campbell Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 190 W. Ostend Street, Suite 200, Baltimore, MD 21230 |
| Phone | 410-779-1239 |
| Fax | 800-388-2813 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$403.9M▲ 17%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$403.9Mregulatory AUM
Discretionary $283.9MNon-discretionary $120M