# Alexander Campbell

> 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.

Page: https://find.wellspent.co/advisors/alexander-campbell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** A.G. Campbell Advisory
- **Based in:** Baltimore, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $403.9M across 217 accounts
- **Specialties:** Family wealth transfer, Estate & legacy planning
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 1390349 (https://adviserinfo.sec.gov/individual/summary/1390349)
- **SEC registration:** Investment adviser representative in KY, MD, VA
- **Exams passed:** Series 63 (1985), Series 65 (1993)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.agcadvisory.com

## Frequently asked questions

### 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 KY, MD and VA (CRD 1390349), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1390349): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://agcadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.