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A.G. Campbell Advisory
A.G. Campbell Advisory is an SEC-registered investment adviser in Baltimore, MD, registered since 2014. The firm manages $404 million in assets, with $284...
A.G. Campbell Advisory
A.G. Campbell Advisory is an SEC-registered investment adviser in Baltimore, MD, registered since 2014. The firm manages $404 million in assets, with $284 million on a discretionary basis. It has 5 employees and 5 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
Location
Region
North America
Country
United States
City
Baltimore
Corporate office
Baltimore, MD, United States
Frequently asked questions
How is A.G. Campbell Advisory structured in terms of ownership and fiduciary duty?
The firm is an independent investment advisory firm operating as A.G. Campbell Advisory, LLC. It describes itself as fully independent, answering only to its clients, with no proprietary investment products and no corporate sales quotas. Its disclosure emphasizes that all fees, risks, and investment processes are revealed to clients in an effort to maintain a fiduciary standard free from the conflicts inherent in larger financial institutions.
Does A.G. Campbell Advisory disclose its assets under management or its professional headcount?
No. The firm has not published any assets-under-management figure, a team headcount, or a list of named principals on its website or in publicly available regulatory records as of the date of this profile. The absence of these disclosures makes it difficult for allocators to assess the firm's scale and operational depth through open channels.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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