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A.G. CAMPBELL ADVISORY, LLC
CRD 162150File 801-80616
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$403.9M
Below cohort median (national)
Discretionary AUM
$283.9M
Non-discretionary $120.0M
Clients
67
217 accounts
Employees
5
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 3, 2014
- Principal office
- 190 W. OSTEND STREET, SUITE 200, BALTIMORE, MD, 21230
- Phone
- 410-779-1239
- Website
- HTTPS://WWW.AGCADVISORY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $403.9M
- Discretionary AUM
- $283.9M
- Non-discretionary AUM
- $120.0M
- Discretionary accounts
- 188
- Non-discretionary accounts
- 29
- Total accounts
- 217
- AUM per client
- $6.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $114.4M |
| High net worth individuals | 29 | $272.4M |
| Pension and profit sharing plans | Fewer than 5 | $5.1M |
| Individuals (other than high net worth individuals) | 32 | $12.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.