A.G. Campbell Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$284,403,483
Clients
61
Advisors
4
of 5 employees
About
A.G. Campbell Advisory provides discretionary and non-discretionary investment management, financial planning, access to third‑party managers, and family office services to individuals, high‑net‑worth families, and institutional clients such as corporations, nonprofit entities, foundations, and retirement plans. As a four‑adviser team managing approximately $403.9 million for 61 clients, the firm combines portfolio construction, ongoing monitoring, and manager selection into its client engagements.
The firm builds diversified portfolios using asset allocation across stocks, bonds, real estate and cash, and employs both fundamental and technical analysis to inform investment decisions; accounts are rebalanced and reviewed on an ongoing basis and may be managed either with or without trading discretion. When clients engage third‑party managers, A.G. Campbell conducts due diligence and ongoing monitoring and also offers administrative support for SMA arrangements; financial planning is included for investment management clients or offered separately on a fee basis.
Noteworthy features relative to many peers include a relatively small client base for its level of assets under management, which corresponds to larger average client relationships, and the availability of negotiated family office services (including concierge and bill‑payment support) alongside TPM administrative arrangements that some team firms do not provide. The firm operates on a fee‑only basis without performance‑based fees and maintains custodial and trade execution relationships that it monitors as part of its oversight duties.
Client services
Expertise
Fee options
Financial Planning and Family Office services may be flat fee as negotiated
$0+: 0.75% to 1.50% $0+: 0.06% to 1.50% (Third Party Investment Manager Services) $0+: 0.25% to 1.50% (Family Office Services)
Financial Planning and Family Office services hourly fees negotiated
Fee-only: Investment Management fees as percentage of AUM; Financial Planning fees may be flat or hourly; Family Office fees may be flat/hourly
Main office
190 W. Ostend Street, Suite 200
Baltimore MD 21230
Advisors at this office
4
Most active in
Florida · Kentucky · Maryland · New Hampshire · Tennessee · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Elizabeth B
CFP®, Series 63, Series 65
Baltimore, MD
A.G. Campbell Advisory, LLC
Elizabeth Brennen is a CFP® professional with 33 years of industry experience, currently serving at A.G. Campbell Advisory, LLC. Her prior roles include positions at Harbor Investment Advisory LLC and Deutsche Bank Securities Inc. Since 2016, she has been Treasurer and a member of the Investment Committee at St. Thomas' Episcopal Church and holds several leadership roles on Hood College’s Board of Trustees. A.G. Campbell Advisory provides investment management, financial planning, and family office services to individuals, high-net-worth families, and institutions. The firm manages diversified portfolios using asset allocation and combines fundamental and technical analysis, offering tailored discretionary and non-discretionary solutions.
Mark S
Series 63, Series 66
Baltimore, MD
A.G. Campbell Advisory, LLC
Mark Scott Sr. is a financial advisor at A.G. Campbell Advisory, LLC in Baltimore, MD, holding Series 63 and Series 66 designations with 14 years of industry experience. He has been with A.G. Campbell Advisory since 2012. A.G. Campbell Advisory provides investment management, financial planning, access to third-party managers, and family office services to individuals, high-net-worth families, and institutional clients. The firm combines portfolio construction, ongoing monitoring, and manager selection, managing approximately $403.9 million for 61 clients with a focus on diversified asset allocation and both fundamental and technical analysis.
Alexander C
Series 63, Series 65
Baltimore, MD
A.G. Campbell Advisory, LLC
Alexander Campbell III is a financial advisor with A.G. Campbell Advisory, LLC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He previously worked at Coastal Equities, Inc. from 2012 to 2016. Campbell also provides consulting advice on business matters to DM Management for less than five hours per month. A.G. Campbell Advisory offers discretionary and non-discretionary investment management, financial planning, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million for 61 clients, emphasizing diversified portfolios, ongoing monitoring, and access to third-party managers.
Alexander C
Series 65
Baltimore, MD
A.G. Campbell Advisory, LLC
Alexander Campbell IV is a financial advisor at A.G. Campbell Advisory, LLC with one year of industry experience. He previously worked at Stepstone Group LP for three years and spent six years in education before entering the financial sector. A.G. Campbell Advisory provides discretionary and non-discretionary investment management, financial planning, access to third-party managers, and family office services to individuals, high-net-worth families, and institutional clients. The firm manages approximately $403.9 million across a client base of 61, focusing on diversified portfolios and ongoing monitoring with options for both discretionary and non-discretionary account management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)