Insights

Independent fiduciary Target firms valuing non-custodial, client-first wealth management with a fiduciary standard. Cross-sell to high-trust clients seeking transparent fee structures and conflict-free advisory services.

Boutique scale Small team (2-10 employees) suggests a personalized advisory approach. Opportunity to offer scalable support services, technology enhancements, or outsourced client services to augment capacity without compromising client care.

Recognition leverage Industry recognition from Expertise.com can be used to open conversations with affluent prospects and referral networks. Propose strategic partnerships or co-branded marketing to amplify credibility.

Regional footprint Offices in Baltimore and Naples indicate coastal/ Mid-Atlantic exposure. Potential to tailor services for retirees, expatriates, or cross-market client referrals between these regions.

Digital presence Current tech stack includes WordPress, analytics, and marketing tools. Offer modernization of digital client experience, CRM integration, and high-touch virtual advisory capabilities to attract tech-savvy investors.

A.G. Campbell Advisory, LLC Tech Stack

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

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Typed.js
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Apache
    Web Servers

A.G. Campbell Advisory, LLC's Email Address Formats

A.G. Campbell Advisory, LLC uses at least 1 format(s):
A.G. Campbell Advisory, LLC Email FormatsExamplePercentage
First@agcadvisory.comJohn@agcadvisory.com
100%

Frequently Asked Questions

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

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

How much revenue does A.G. Campbell Advisory, LLC generate?

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As of July 2026, A.G. Campbell Advisory, LLC's annual revenue is estimated to be $10M - $25M.

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

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A.G. Campbell Advisory, LLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5239 - Other Financial Investment Activities.

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

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As of July 2026, A.G. Campbell Advisory, LLC has approximately 5 employees across 1 continents, including North America. Key team members include Ceo & Co-Founder: Z. C.Vice President & Investment Advisor: A. 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?

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

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

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A.G. Campbell Advisory, LLC's tech stack includes WordPressGoogle Fonts APIFont AwesomeModernizrTyped.jsjQuery MigrateGoogle Tag ManagerApache.

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

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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?

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

A.G. Campbell Advisory, LLC

Investment ManagementMaryland, United States2-10 Employees

A.G. Campbell Advisory, LLC operates as an independent, non-custodial financial fiduciary delivering investment management and market analysis to help clients protect, preserve, and grow their wealth. Founded in 2012 by Alexander "Zandy" Campbell and Mark Scott, the firm is based in Baltimore, Maryland, and maintains a small professional team. It anchors its client relationships in honesty, loyalty, and transparency, presenting those values as foundational to its service approach.

The company serves private clients seeking long-term wealth management within the investment management industry, emphasizing safe, fiduciary stewardship of client assets. In December 2021, Expertise.com recognized A.G. Campbell Advisory as a top financial advisor in Baltimore, highlighting external validation of its advisory services.

Section iconCompany Overview

SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
2012
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    A.G. Campbell Advisory, LLC's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    A.G. Campbell Advisory, LLC's revenue is estimated to be in the range of $10M - $25M

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