A.G. Campbell Advisory, LLC

A.G. Campbell Advisory, LLC is an investment advisory firm founded in 2012 and based in Baltimore, Maryland, with an additional office in Lexington, Kentucky. A.G. Campbell Advisory manages investment portfolios and provides personalized financial planning, third-party manager selection, and family office services for individuals, high-net-worth families, corporations, foundations, and retirement plans. The firm builds diversified portfolios using stocks, bonds, real estate, and cash through both discretionary and non-discretionary arrangements, meaning they can manage accounts with or without prior client approval for each trade. Financial planning services cover education funding, retirement, tax planning, insurance, and estate planning goals, and are provided at no additional charge for clients who hire A.G. Campbell Advisory for investment management. The firm also offers family office services that include administrative support, bill payment, and concierge services. A.G. Campbell Advisory custodies client assets primarily with Charles Schwab & Co.