This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.7 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$404MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$284M

Private client RAUM

$284MderivedItem 5.D individuals plus high net worth individuals

Private client share

70%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$101Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

2Schedule D 1.F, beyond the principal office

Accounts

217

Individual clients

32

High net worth clients

29

SEC number

801-80616

CRD

162150

Filings on the tape

24

First filed

Nov 12, 2014

Latest filed

Mar 11, 2026

Organised

Limited Liability Company, MD

Website

agcadvisory.com

• Occurred

  May 5, 2022
  Control person joined

  Elizabeth Brennen (Principal) appeared on Schedule A of A.G. Campbell Advisory, Llc

  Form ADVobserved 5 days ago
• Occurred

  Nov 12, 2014
  First Form ADV filing

  A.G. Campbell Advisory, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:72b21c97-346b-d05f-855c-c3e95b4266f7

First observed

Nov 12, 2014

Last observed

Mar 11, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.