A.G. Campbell Advisory provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
A.G. Campbell Advisory reports 67 clients. They include 32 individual clients, 29 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 70.3% ($284M across 188 accounts) are managed with discretion; $120M across 29 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 3% |
| High-net-worth individuals | 43% | 67% |
| Pension and profit-sharing plans | 1% | 1% |
| Corporations and other businesses | 7% | 28% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 32 | $12M | 3.0% | $375K |
| High-net-worth individuals | 29 | $272M | 67.4% | $9.39M |
| Pension and profit-sharing plans | Fewer than 5 | $5.11M | 1.3% | $5.11M |
| Corporations and other businesses | 5 | $114M | 28.3% | $22.9M |
| Total | 67 | $404M | 100% | — |
- Clients
- 32
- Regulatory AUM
- $12M
- AUM share
- 3.0%
- Avg. per client
- $375K
- Clients
- 29
- Regulatory AUM
- $272M
- AUM share
- 67.4%
- Avg. per client
- $9.39M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.11M
- AUM share
- 1.3%
- Avg. per client
- $5.11M
- Clients
- 5
- Regulatory AUM
- $114M
- AUM share
- 28.3%
- Avg. per client
- $22.9M
Total
- Clients
- 67
- Regulatory AUM
- $404M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
A.G. Campbell Advisory charges 0.75%–1.50% a year for its Investment Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Family Office Services
- Family office services are priced at .25% to 1.50% of assets, or a negotiated flat or hourly fee, billed quarterly in advance.
- Financial Planning
- Financial planning is included in the investment management fee, or charged a negotiated flat or hourly fee.
Alexander Campbell owns 50% to 75% of A.G. Campbell Advisory. It has 5 employees.
Leadership
- Elizabeth BrennenPrincipal
- Alexander CampbellFounding Principal
- Mark ScottManaging Principal - CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Elizabeth Brennen
- Alexander Gould Campbell III
- Alexander G Campbell IV
- Mark David Scott SR
Staff
- 5 employees
- 5 in advisory functions
- Owns 50% to 75% of A.g. Campbell Advisory, LLC
Alexander Campbell
Control person · since February 2012
- Owns 25% to 50% of A.g. Campbell Advisory, LLC
Mark Scott
Control person · since March 2013
- Owns 10% to 25% of A.g. Campbell Advisory, LLC
Elizabeth Brennen
Control person · since January 2022
A.G. Campbell Advisory’s regulatory assets grew from $335M (March 2021) to $404M (March 2026); clients were 67 in both filings and employees rose from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $404M | 67 | 5 | 3 |
| July 2025 | $345M | 67 | 5 | 3 |
| March 2024 | $411M | 68 | 3 | 2 |
| March 2023 | $350M | 69 | 3 | 2 |
| May 2022 | $419M | 67 | 3 | 2 |
| March 2021 | $335M | 68 | 2 | 1 |
Besides its headquarters, A.G. Campbell Advisory has 2 offices, with 3 listed addresses in Florida, Kentucky and Maryland.
Florida · 1 listed address
- 999 Vanderbilt Beach Road, Naples
Kentucky · 1 listed address
- 444 E. Main Street, Lexington
Maryland · 1 listed address
- 190 W. Ostend Street, Suite 200, BaltimoreHQ
Contact and registration details
- Legal name
- A.g. Campbell Advisory, LLC
- Headquarters
- 190 W. Ostend Street, Suite 200, Baltimore, MD 21230
- Website
- agcadvisory.com
- Phone
- 410-779-1239
- @a-g-campbell-advisory-llc
- SEC file
- 801-80616
- Structure
- Maryland LLC
- Fiscal year end
- December
A.G. Campbell Advisory uses Charles Schwab ($269M) as custodian for its separately managed accounts. A.G. Campbell Advisory does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $269M100%
At year end, A.G. Campbell Advisory’s separately managed accounts were mostly in stocks (82%). Its reported 13F holdings for the quarter ended 31 December 2025 total $158M across 5 positions; the largest are JPMORGAN Chase & CO (96.0%), Apple Inc. (3.1%) and Seacoast Bkg Corp. Fla Com New (0.4%).
What the accounts hold
- Stocks82%
- Bonds9%
- Investment grade corporate bonds7%
- U.S. government and agency bonds2%
- Cash9%
Reported 13F holdings
- $158M
- Reported 13F value
- 5
- Positions
- 100.0%
- In the 10 largest
- —
- Value vs. prior quarter
- JPMORGAN Chase & CO96.0%
- Apple Inc.3.1%
- Seacoast Bkg Corp. Fla Com New0.4%
- Schwab U.S. Mid-cap ETFETF0.2%
- Schwab U.S. Small-cap ETFETF0.2%
Together, the ten largest are 100.0% of reported value.
How many clients does A.G. Campbell Advisory have?
A.G. Campbell Advisory has 67 clients and manages $404 million for them, as of March 2026. They include 32 individual clients, 29 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does A.G. Campbell Advisory offer?
A.G. Campbell Advisory provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does A.G. Campbell Advisory charge?
A.G. Campbell Advisory charges 0.75%–1.50% a year for its Investment Management. The fee is billed in advance and is negotiable.
Source: A.G. CAMPBELL ADVISORY, LLC FIRM BROCHURE ADV PART 2A, filed 11 March 2026
Which custodians does A.G. Campbell Advisory use?
A.G. Campbell Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $269M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does A.G. Campbell Advisory have?
A.G. Campbell Advisory has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does A.G. Campbell Advisory invest in?
At the end of its last fiscal year, A.G. Campbell Advisory’s separately managed accounts held 82% exchange-traded equities, 9% cash and equivalents, 7% investment grade corporate bonds and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns A.G. Campbell Advisory?
A.G. Campbell Advisory’s direct owners are Alexander Campbell (50% to 75%), Mark Scott (25% to 50%) and Elizabeth Brennen (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does A.G. Campbell Advisory get paid?
A.G. Campbell Advisory is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is A.G. Campbell Advisory registered with the SEC?
Yes, A.G. Campbell Advisory has been registered with the SEC as an investment adviser since 3 December 2014. Its CRD number is 162150 and its SEC file number is 801-80616.
Source: Form ADV Part 1A, Item 1, filed 11 March 2026; IAPD firm record
How do I contact A.G. Campbell Advisory?
A.G. Campbell Advisory’s main office is at 190 W. Ostend Street, Suite 200, Baltimore, MD 21230. Its phone number is 410-779-1239. Its website is agcadvisory.com.