PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

A.g. Campbell Advisory, LLC

● SEC registered since 2014CRD 162150SEC# 801-80616Baltimore, MD
Export (members)
Reg. AUM
$403.9M
Employees
5
Accounts
217
Location
Baltimore, MD

A.g. Campbell Advisory, LLC assets under management

A.g. Campbell Advisory, LLC operates as an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2014. It reports $403.9 million in regulatory assets under management and employs 5 people.

A.g. Campbell Advisory, LLC owners & executives

3 reported
NameTitleOwnershipSince
Alexander Gould Campbell ControlFounding Principal50-75%2012
Elizabeth Brennen ControlPrincipal10-25%2022
Mark David Scott ControlManaging Principal - Cco25-50%2013

Frequently asked questions

How much does A.g. Campbell Advisory, LLC manage?

A.g. Campbell Advisory, LLC reports $403.9 million in regulatory assets under management on its Form ADV.

How many employees does A.g. Campbell Advisory, LLC have?

A.g. Campbell Advisory, LLC reports 5 employees.

Where is A.g. Campbell Advisory, LLC located?

A.g. Campbell Advisory, LLC is based in Baltimore, MD and has been SEC-registered since 2014.

Does A.g. Campbell Advisory, LLC disclose fund performance?

A.g. Campbell Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address190 W. Ostend Street, Suite 200, Baltimore, MD 21230
Phone410-779-1239
Fax800-388-2813
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$403.9M▲ 17%
Mar '25 — $345MApr '25 — $345MMay '25 — $345MJun '25 — $345MJul '25 — $345MAug '25 — $345MSep '25 — $345MOct '25 — $345MNov '25 — $345MDec '25 — $345MJan '26 — $345MFeb '26 — $345MMar '26 — $403.9MApr '26 — $403.9MMay '26 — $403.9MJun '26 — $403.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$403.9Mregulatory AUM
Discretionary $283.9MNon-discretionary $120M