# A.G. Campbell Advisory, LLC

> A.G. Campbell Advisory, LLC is an SEC-registered investment advisory firm in Baltimore, MD, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 162150
- Filed as: A.G. CAMPBELL ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Baltimore, MD
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162150
- AdvisorCensus page: https://advisorcensus.com/firm/a-g-campbell-advisory-llc-baltimore-md-162150

## Quick answers

**How is A.G. Campbell Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), A.G. Campbell Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is A.G. Campbell Advisory, LLC located?**
A.G. Campbell Advisory, LLC's principal office is in Baltimore, MD, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is A.G. Campbell Advisory, LLC registered with the SEC or a state?**
A.G. Campbell Advisory, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 162150.

**How much does A.G. Campbell Advisory, LLC manage?**
A.G. Campbell Advisory, LLC reports $403,897,677 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (70% discretionary).

**How have A.G. Campbell Advisory, LLC's assets and staff changed since 2021?**
In the Form ADV data for A.G. Campbell Advisory, LLC: Regulatory assets under management: $335,388,046 in the October 2021 data and $403,897,677 in the October 2026 data, up 20%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does A.G. Campbell Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (29); corporations or other businesses not listed above (5).

**Which custodians does A.G. Campbell Advisory, LLC use?**
A.G. Campbell Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does A.G. Campbell Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162150

**What changed in A.G. Campbell Advisory, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $345,011,484 to $403,897,677 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $403,897,677
- Discretionary: $283,901,829
- Non-discretionary: $119,995,848

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $12,013,603 |
| High net worth individuals | 29 | $272,389,880 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $5,110,119 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $114,384,075 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (11 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KY, MD, NH, TN, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Lexington, KY
- Naples, FL

### Websites listed on Form ADV (Item 1.I)
- agcadvisory.com
- LinkedIn @a-g-campbell-advisory-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $335,388,046 | 2 | August 10, 2021 |
| October 2022 | $418,923,297 | 3 | May 5, 2022 |
| October 2023 | $349,676,844 | 3 | March 29, 2023 |
| October 2024 | $411,291,828 | 3 | August 21, 2024 |
| October 2025 | $345,011,484 | 5 | July 30, 2025 |
| October 2026 | $403,897,677 | 5 | March 11, 2026 |

Regulatory assets under management: $335,388,046 in the October 2021 data and $403,897,677 in the October 2026 data, up 20%.
Total employees: 2 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $345,011,484 to $403,897,677 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. A.G. Campbell Advisory, LLC (CRD 162150): Form ADV filing data as of October 2026.