|
⚲
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| AG Campbell Advisory LLC
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|
|
|---|---|
| CRD # | 162150 |
| SEC # | 801-80616 |
| CIK # | 0002110880 |
| AUM | $403.9 M (2026-03-11) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 410-779-1239 |
| Address | 190 W Ostend Street Baltimore, MD 21230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 152.1 | ||
| Apple Inc | 4.9 | ||
| Seacoast Banking Corp of Florida | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 12.0 |
| (b) Individuals (high net worth individuals) | 29 | 272.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 114.4 |
| (n) Other | 0 | 0.0 |
| Total | 217 | 403.9 |
| By Discretionary | ||
| Discretionary | 188 | 283.9 |
| Non-Discretionary | 29 | 120.0 |
| Total | 217 | 403.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.9 | |
| Total | 217 | 403.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110880] |
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