Investment Management like it’s our own money.

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

About Us

A.G. Campbell Advisory, LLC (“AG Campbell”) is an independent investment advisory firm offering individuals and institutions custom investment advice and family office services.  AG Campbell was founded in 2012 by veteran industry professionals to address the need for a high quality firm where clients have access to the resources of a large firm, without the inflexibility and conflicts of interest inherent in a larger financial institution.  The principal objective of AG Campbell is to advise our clients on how to grow and preserve their wealth for themselves and for their families.  Our client’s best interests are of paramount importance and the foundation of our work.

A.G. Campbell Advisory views the core values of integrity, competency, honesty, loyalty and as the foundation of our business structure.

The Campbell family badge serves as the logo of our company and traces its roots back to the 17th century Scottish Clans of the Highlands.  The Latin motto, “Ne Obliviscaris” was a War Cry and literally meant, “Forget Not”.

In a world where so may are consumed with self-interests, this historic Clan badge symbolizes a promise to our clients to “Never Forget the Client”.  The significance of the wild boar embedded in the badge image was purely one of ferocity.

Our Values

  • We value the TRUST placed in us as investment fiduciaries; our goal is to provide prudent investment advice with superior client communication and service.
  • We value timeless ETHICS like honor and integrity. We always place our 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. 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 investment management.
  • We value INVESTING and the recommendations we deliver to our clients, and we invest our personal assets in those same companies; “We eat our own cooking”.
  • We value OPPORTUNITY.  When 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 exercise the courage of our convictions, to take advantage of buying low to deliver superior long term performance.
  • VALUE investing across all asset classes is our answer to a solid investment philosophy.  We do not allocate assets based solely on market capitalization, industry sector or the geographic location 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.

Company Founders

Alexander “Zandy” Campbell, III

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. In 2012, he co-founded A.G. Campbell Advisory, LLC.

 

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 Co-Founder, Chief Compliance Officer and Director of Operations for the firm. Mark’s began his career as a clerk with Alex. Brown & Sons in 1984. He 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 included 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. In 1996, Mark transitioned to working directly with Zandy Campbell and his clients as a Senior Registered Sales Associate.  While in this role, Mark was responsible for all client service, trading and operational issues, and he obtained the necessary education and training to become a licensed registered representative.

Beginning in 1999, Mark and Zandy transitioned to a large wirehouse firm and a regional investment advisory firm, gaining valuable corporate experience during that period.  By 2011, the pair concluded that they could deliver the same investment platform, customer service and experience, with much greater flexibility and autonomy through an independent firm.  They established 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 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.

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.