Alexander Campbell
A.G. Campbell Advisory · Baltimore, Maryland
Alexander Campbell is a fee-only financial advisor at A.G. Campbell Advisory in Baltimore, Maryland. Alexander focuses on family wealth transfer and estate & legacy planning. A.G. Campbell Advisory reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | A.G. Campbell Advisory |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $403.9M across 217 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7148168 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.agcadvisory.com |
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Questions about Alexander
Is Alexander Campbell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and A.G. Campbell Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, A.G. Campbell Advisory, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Alexander Campbell based?
Alexander Campbell is based in Baltimore, Maryland.
What does Alexander specialize in?
Alexander's specialties include family wealth transfer and estate & legacy planning. Alexander works with ultra high net worth and multi-generational families.
Is Alexander Campbell registered with the SEC?
Yes. Alexander Campbell is registered as an investment adviser representative in MD (CRD 7148168), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does A.G. Campbell Advisory manage?
A.G. Campbell Advisory reports $403.9M across 217 accounts in assets under management.
How do I contact Alexander Campbell?
Through Alexander's website, www.agcadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- A.G. Campbell Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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