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A.G. CAMPBELL ADVISORY, LLC

BALTIMORE, MD · CRD 162150 · IAPD ↗ · agcadvisory.com · 410-779-1239

$403.9MRegulatory AUM
5Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2025 — A.G. CAMPBELL ADVISORY, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — A.G. CAMPBELL ADVISORY, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — A.G. CAMPBELL ADVISORY, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — A.G. CAMPBELL ADVISORY, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.