← Back to searchVisit website
A.G. CAMPBELL ADVISORY, LLC
CRD 162150 · SEC 801-80616
190 W. OSTEND STREET, SUITE 200, BALTIMORE, MD, 21230, United States
Phone
410-779-1239
Fax
800-388-2813
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$403.9M
Discretionary AUM
$283.9M
Team
5 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $12.0M |
| High net worth individuals | 29 | $272.4M |
| Pension/profit sharing plans | 1 | $5.1M |
| Corporations/business entities | 5 | $114.4M |
States served
KY, MD, TN, VA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD