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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 30, 2025 and March 11, 2026, reported AUM increased 17.1%, from $345.0M to $403.9M.
Across 5 reported observations, AUM decreased 3.6% between May 5, 2022 and March 11, 2026, from $418.9M to $403.9M.
Of the latest reported AUM, 70.3% is discretionary and 29.7% is non-discretionary.
The firm reports 5 advisory representatives and 67 clients, or 13.4 clients per representative. That equates to $6.0M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full A.g. Campbell Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
A.g. Campbell Advisory, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2025
Review the latest reported holdings
A.g. Campbell Advisory, LLC's 13F holdings detail is available for Q4 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.