A.G. Campbell Advisory, LLC

A.G. Campbell Advisory provides discretionary and non-discretionary investment management, financial planning, access to third‑party managers, and family office services to individuals, high‑net‑worth families, and institutional clients such as corporations, nonprofit entities, foundations, and retirement plans. As a four‑adviser team managing approximately $403.9 million for 61 clients, the firm combines portfolio construction, ongoing monitoring, and manager selection into its client engagements.

The firm builds diversified portfolios using asset allocation across stocks, bonds, real estate and cash, and employs both fundamental and technical analysis to inform investment decisions; accounts are rebalanced and reviewed on an ongoing basis and may be managed either with or without trading discretion. When clients engage third‑party managers, A.G. Campbell conducts due diligence and ongoing monitoring and also offers administrative support for SMA arrangements; financial planning is included for investment management clients or offered separately on a fee basis.

Noteworthy features relative to many peers include a relatively small client base for its level of assets under management, which corresponds to larger average client relationships, and the availability of negotiated family office services (including concierge and bill‑payment support) alongside TPM administrative arrangements that some team firms do not provide. The firm operates on a fee‑only basis without performance‑based fees and maintains custodial and trade execution relationships that it monitors as part of its oversight duties.