Baltimore-Washington Financial Advisors, Inc.
● SEC registered since 2012CRD 159388SEC# 801-76893Columbia, MD
Reg. AUM
$2.99B
Employees
36
Accounts
5,301
Location
Columbia, MD
Baltimore-Washington Financial Advisors, Inc. assets under management
Baltimore-Washington Financial Advisors, Inc. is an SEC-registered investment adviser based in Columbia, MD. The firm has been registered since 2012. It reports $3 billion in regulatory assets under management and employs 36 people.
Baltimore-Washington Financial Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph U Manfredi Control | Chief Operating Officer | Under 5% | 2013 |
| Meghan Emery Manas Control | Director, Client Services | Under 5% | 2013 |
| Robert G Carpenter Control | President & Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Baltimore-Washington Financial Advisors, Inc. manage?
Baltimore-Washington Financial Advisors, Inc. reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Baltimore-Washington Financial Advisors, Inc. have?
Baltimore-Washington Financial Advisors, Inc. reports 36 employees.
Where is Baltimore-Washington Financial Advisors, Inc. located?
Baltimore-Washington Financial Advisors, Inc. is based in Columbia, MD and has been SEC-registered since 2012.
Does Baltimore-Washington Financial Advisors, Inc. disclose fund performance?
Baltimore-Washington Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10960 Grantchester Way, Suite 110, Columbia, MD 21044 |
| Phone | 410-461-3900 |
| Fax | 443-539-0330 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1555486 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.99B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$2.99Bregulatory AUM
Discretionary $2.86BNon-discretionary $124M