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A.g. Campbell Advisory, LLC CRD 162150
$404M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 W. Ostend Street Suite 200, Baltimore, MD 21230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2012-06-04 |
Branch Locations
190 W. Ostend Street Suite 200, Baltimore, MD 21230 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A.G. Campbell Advisory, Llc | Stevenson | MD | 02/2012 | Present |
| Coastal Equitites, Inc. | Baltimore | MD | 05/2012 | 12/2016 |
CAMPBELL IS MANAGING PARTNER OF AG CAMPBELL ADVISORY, LLC A REGISTERED INVESTMENT ADVISOR FIRM. CAMPBELL HAS A CONSULTING AGREEMENT WITH DM MANAGEMENT. INVESTMENT-RELATED?: YES ADDRESS: 1355 GREENWOOD CLIFF, SUITE 150, CHARLOTTE, NC 28204 RELATIONSHIP: HE PROVIDES PERIODIC ADVISE ON BUSINESS MATTERS INVOLVING A PORTFOLIO MANAGER. HOURS: LESS THAN 5 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-02 |
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