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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-07-2012
- Office Locations
- 1
Office Locations
About A.g. Campbell Advisory, LLC
A.G. Campbell Advisory is an independent RIA founded in 2012, providing custom investment advice, financial planning, and family office services for wealthy individuals/families and select institutions. The firm emphasizes fiduciary independence (no proprietary products) and a value‑oriented, opportunistic approach across asset classes; the team invests alongside clients. Portfolio implementation is primarily ETF-based.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ALEXANDER GOULD CAMPBELL III
Financial Advisor, General Partner
- CRD
- #1390349
- Ownership
- 50% but less than 75%
MARK DAVID SCOTT SR
Principal
- CRD
- #1278844
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Alexander G Campbell IV
Investment Advisor
- CRD
- #7148168
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,901,829 | $1,510,116 |
| Non-Discretionary | $119,995,848 | $4,137,788 |
| Total | $403,897,677 | $1,861,280 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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