Investment Management like it’s our own money.

Alexander “Zandy” Campbell, AIF®, Co-Founder

Who We Are

AGCA is an independent fiduciary founded by it’s CEO, Alexander (Zandy) Campbell, AIF®, and COO, Mark Scott, in order to protect, preserve and grow generational wealth of their clients. We are a non-custodial advisor, which means that we do not take possession of client assets, but assets are instead placed with an independent custodian.

A.G. Campbell Advisory views the traditional and ethical values of honesty, loyalty, and transparency as the core of its business structure.

We believe that the money invested by our clientele is the most sacred trust that exists in today’s world, and we strive to reward that trust each and every day through the respective processes of market analysis and value investing.

With over 30 years of experience, AGCA has built a plethora of professional relationships, which we are happy to leverage on behalf of our clients towards the goal of successful wealth management.

Our Philosophy

A.G. Campbell Advisory, LLC believes that by intentionally limiting the number of clients with whom we work, we can provide superior service and attention to their unique needs.

Our Values

  • We value the trust placed in us as a true fiduciary whose only goal is to provide superior service and prudent advice.
  • We value timeless ethics like honor and integrity. We always place client interests ahead of our own.
  • We value our independence, and remain that way by choice. We answer to no one but our clients, and have no proprietary investments or corporate quotas to meet.
  • We value 100% transparency in all things. We never want a client to feel uninformed or intentionally misdirected. We reveal every level of our process to the client. This disclosure includes fees, risks, and any other matter that is important with regards to responsible asset management.
  • We value the investments that we recommend to our clients, as we invest our personal assets right beside our clients; “We eat our own cooking.”
  • We value opportunity. When truly great companies or investments are selling well below their true value due to events beyond the scope of normal circumstances, we often buy. These rare moments allow us to have the courage of our convictions and obtain assets that become big winners for our clients. Value investing across all asset classes is our answer to a solid investment philosophy coupled with an asset allocation policy. We do not allocate assets based on market capitalization or the geography of the company.

The man who won’t bend over to pick up a nickel will never know how to pick up a dollar.

Alex Campbell Jr.

Our Staff

Alexander “Zandy” Campbell, AIF®

Alexander “Zandy” Campbell III, AIF® was born July 29, 1961 in Lexington, Kentucky. He attended high school at Woodberry Forest School in Orange, Virginia and pursued his bachelor’s degree at Washington and Lee University and Transylvania University, respectively. After graduating from college, Zandy decided he wanted to be a trusted fiduciary and investment advisor like his father, Alex G. Campbell, Jr. In fact, some of Zandy’ s earliest memories were of his father helping people protect their inheritance or sale proceeds from land or cattle. Zandy’ s father was a well-known investor who had made his mark by owning great companies. In the process, his father was also known for using his investment talents to help all those around him. In 1985, Zandy started his career by working as a Registered Representative at Alex. Brown and Sons, Inc. He worked there for the better part of 15 years and was fortunate to meet his other founding partner, Mark Scott. Through a number of mergers with other corporate firms, Zandy and Mark decided to launch a more client-oriented firm. They wanted to create a firm where the client’s financial interests were always first. Zandy’ s goal was to create a company that his father would be proud to call his own.

Zandy Campbell, AIF® Also Holds the Following Positions and Qualifications:

  • Registered Investment Advisor
  • Accredited Investment Fiduciary. (AIF®)
  • Licensed Insurance Advisor
  • President’s Advisory Council: Stevenson University
  • Former Vestry Member: St. Thomas Church
  • St. Thomas Church Search Committee
  • President: Mansion House Association (Naples, Fla.)
  • Life Member: Triangle Community Foundation
  • Member: Keeneland Club Association
  • Alumni Member: University of Kentucky Fellowship Society

Professional Designations

Accredited Investment Fiduciary (AIF®)
Alexander (Zandy) G. Campbell III, AIF® has earned the Accredited Investment Fiduciary (AIF®) designation. This designation is a professional certification that demonstrates an advisor serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.

Mark D. Scott

Mark D. Scott, Sr. is a co-founder and COO of the firm. Mark’s career began as a clerk with Alex. Brown & Sons in 1984. Mark spent the first 12 years of his tenure with Alex. Brown learning the various operational functions of a premier investment banking and brokerage firm. This includes serving as a Senior Margin Associate, as well as a Supervisor of cashiering and clearing operations, which are two of the major functions of all brokerage firms. Based on his experience building relationships with the firm’s retail staff and correspondent clearing clients, Mark decided to work directly with the firm’s clients. It was at this time that Mark joined Zandy Campbell AIF® as a Senior Registered Sales Associate. While in this role, Mark worked with Zandy on all client service, trading, and operational issues, and obtained the necessary education and training to become a licensed representative.

After leaving Alex. Brown & Sons in 1999, Mark and Zandy joined Morgan Stanley Dean Witter, and were able to transition their business from a traditional brokerage business to an advisory business. In 2003, along with Zandy, Mark joined Brown Advisory Securities as an Assistant Vice President. After six years with Brown Advisory, Mark and Zandy opened a Baltimore office for an independent Registered Investment Advisor, before becoming totally independent with the inception of A.G. Campbell Advisory, LLC. in 2012.

From his many years of experience in both the operational and client-focused sides of the investment business, Mark has gained an unparalleled knowledge of investment operations and customer service needs. This experience, along with Mark’s commitment to our clients, allows A.G. Campbell Advisory to deliver on its promise of exceptional customer service.

Mark Scott Also Holds the Following Positions and Qualifications:

  • Registered Investment Adviser

For more information about our firm, please feel free to view our Firm Brochure.

You may also request this information at any time by contacting us via email at admin@agcadvisory.com, or by calling 800-262-7617, or by sending a written request to A.G. Campbell Advisory, LLC, 1340 Smith Ave., Suite 200, Baltimore, MD 21209.

Our Service Providers

Charles Schwab Advisor Services

Schwab acts as our primary custodian of client assets, and is the industry leader and largest custodian of Registered Investment Advisor assets. Please contact us if you would like more information about Schwab, or visit them online at www.schwab.com

Current Schwab clients may access their Schwab accounts using Schwab’s client portal via the following link: https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx
Please contact us at 800.262.7617 if you need assistance.

Morningstar Office

In addition to their well-known research capabilities, Morningstar Office provides our client reporting and data aggregation services. Please contact us if you would like more information about Morningstar Office, or visit them online at www.morningstar.com/company

Current clients should visit fp.morningstar.com to access a summary of their portfolio, as well as a variety of customized reports. Please call us at 800.262.7617 in order to enable your online access.

Envestnet MoneyGuide

Envestnet MoneyGuide provides financial planning support. They focus exclusively on helping advisors such as AGCA use financial planning to create, implement and maintain an investment strategy that best meets their lifetime financial goals.

Current users should visit https://www.moneyguidepro.com/schwabadvisorservices/SignOn.aspx to access their plan online. Please call us at 800.262.7617 with any questions.

Millennium Trust Company

Millennium Trust Company offers solutions for custody of alternative assets held in retirement plan accounts that most large custodians are not able to accommodate. Please contact us if you would like more information about Millennium Trust Company, or visit them online at https://www.mtrustcompany.com/.

Current clients may access their holdings at https://innovue20.innovestsystems.com/r4.1prod/mil/LogOn?ReturnUrl=/r4.1prod/mil. Please call us at 800.262.7617 if you need assistance.