Best Investors Account Sign in
Inactive

Alexander G Campbell

A.G. Campbell Advisory, LLC

Baltimore, MD

CRD 7148168

Claim This Profile
Employer firm

A.g. Campbell Advisory, LLC CRD 162150

$404M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
A.G. Campbell Advisory, Llc

190 W. Ostend Street Suite 200, Baltimore, MD 21230 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-07-15
  • MD RA
    APPROVED
    Since 2024-07-15

Branch Locations

190 W. Ostend Street Suite 200, Baltimore, MD 21230 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
A.G. Campbell Advisory, Llc Baltimore MD 03/2024 Present
Stepstone Group Lp Baltimore MD 02/2021 03/2024
School Baltimore MD 03/2014 12/2020
  • 03/2024 → Present
    A.G. Campbell Advisory, Llc
    Baltimore, MD
  • 02/2021 → 03/2024
    Stepstone Group Lp
    Baltimore, MD
  • 03/2014 → 12/2020
    School
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-13
  • S65 Uniform Investment Adviser Law Examination
    2024-07-13

View on SEC IAPD

Nearby Firms

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
PATIENT CAPITAL MANAGEMENT, LLC
1919 INVESTMENT COUNSEL, LLC

Nearby Investors

JOHN VINCENT REILLY
ARTHUR SHELDON KARAFIN
AIMEE MAH EUDY

Nearby Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD
1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

More in Baltimore, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor