A.G. Campbell Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baltimore, MD.
Assets Under Management
$404M
Employees
5
Offices
2 offices
Total Clients
67
Primary office
BALTIMORE, MD
190 W. OSTEND STREET, SUITE 200, BALTIMORE, MD, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.8% of total clients.
Top client categories% of clientsClients
1
Individuals
47.8%
32
2
HNWI
43.3%
29
3
Corporations
7.5%
5
4
Pension Plans
1.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$404Mas of March 11, 2026
Discretionary70.3%
$284M
70% of total RAUM70.3%
Non-discretionary29.7%
$120M
30% of total RAUM29.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$404M
Total Accounts217
10Y AUM Change+$150M (+59.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee13:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.