Insights

Reputation & Recognition A.G. Campbell Advisory has been acknowledged as a top financial advisor in Baltimore, highlighting its strong local reputation and credibility among high-net-worth clients, which can be leveraged to expand its service offerings.

Boutique Growth Potential With a small team of 2-10 employees and a revenue range of 10 to 25 million dollars, the company offers personalized, high-touch wealth management services, presenting opportunities for premium technology solutions and customized financial products.

Client Trust & Values The firm emphasizes honesty, loyalty, and transparency, indicating an openness to solutions that enhance client engagement, such as secure digital platforms, client reporting tools, and trust-building technology.

Market Positioning Operating in the competitive investment management industry alongside large firms like Goldman Sachs and Morgan Stanley suggests opportunities to differentiate through innovative fintech integrations and specialized investment strategies tailored for high-net-worth individuals.

Strategic Expansion With offices in Baltimore and Naples, the firm is positioned for regional growth; outreach to similar markets and offering scalable digital solutions could further increase its client base and operational efficiency.

A.G. Campbell Advisory, LLC Tech Stack

A.G. Campbell Advisory, LLC uses 8 technology products and services including Squarespace, Google Fonts API, Twemoji, and more. Explore A.G. Campbell Advisory, LLC's tech stack below.

Squarespace

Content Management System

Google Fonts API

Font Scripts

Twemoji

Font Scripts

Lodash

Javascript Libraries

Flickity

Javascript Libraries

Typed.js

Javascript Libraries

Google Tag Manager

Tag Management

Gravity Forms

Web Platform Extensions

A.G. Campbell Advisory, LLC Email Formats	Example	Percentage
First@agcadvisory.com	John@agcadvisory.com	50%
First@agcadvisory.com	John@agcadvisory.com	50%

A.G. Campbell Advisory, LLC Email Formats

Example

Percentage

First@agcadvisory.com

John@agcadvisory.com

50%

First@agcadvisory.com

John@agcadvisory.com

50%

Frequently Asked Questions

Where is A.G. Campbell Advisory, LLC's headquarters located?

A.G. Campbell Advisory, LLC's main headquarters is located at 1340 Smith Avenue, Suite 200 Baltimore, Maryland 21209, US. The company has employees across 1 continents, including North America.

What is A.G. Campbell Advisory, LLC's official website and social media links?

A.G. Campbell Advisory, LLC's official website is agcadvisory.com and has social profiles on LinkedIn.

What is A.G. Campbell Advisory, LLC's NAICS code?

A.G. Campbell Advisory, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does A.G. Campbell Advisory, LLC have currently?

As of October 2025, A.G. Campbell Advisory, LLC has approximately 5 employees across 1 continents, including North America. Key team members include Vice President & Investment Advisor: A. C.Ceo & Co-Founder: Z. C.Managing Partner: M. S.. Explore A.G. Campbell Advisory, LLC's employee directory with LeadIQ.

What industry does A.G. Campbell Advisory, LLC belong to?

A.G. Campbell Advisory, LLC operates in the Investment Management industry.

What technology does A.G. Campbell Advisory, LLC use?

A.G. Campbell Advisory, LLC's tech stack includes SquarespaceGoogle Fonts APITwemojiLodashFlickityTyped.jsGoogle Tag ManagerGravity Forms.

What is A.G. Campbell Advisory, LLC's email format?

A.G. Campbell Advisory, LLC's email format typically follows the pattern of First@agcadvisory.com. Find more A.G. Campbell Advisory, LLC email formats with LeadIQ.

When was A.G. Campbell Advisory, LLC founded?

A.G. Campbell Advisory, LLC was founded in 2012.

A.G. Campbell Advisory, LLC

Investment ManagementUnited States2-10 Employees

A.G. Campbell Advisory, LLC, is an independent and non-custodial financial fiduciary which was founded in 2012 by chairmen Alexander “Zandy” Campbell and Mark Scott in order to protect, preserve and grow the wealth of their clients.

A.G. Campbell Advisory views the traditional and ethical values of honesty, loyalty, and transparency as the core of its business structure.
We believe that the money invested by our clientele is the most sacred trust that exists in today’s world, and we strive to reward that trust, little by little, each and every day through the respective processes of market analysis and investment management.

With over 30 years of experience in the industry, and a wealth of professional connections and qualifications, A.G. Campbell Advisory seeks to be a safe place for its clientele, and an ever-present servant towards the end goal of successful wealth management.

Insights

Similar companies to A.G. Campbell Advisory, LLC

Moelis & Company

PJT Partners

Goldman Sachs

Lazard

Bank of America

JPMorganChase

Evercore

Morgan Stanley