Cromwell Investment Advisors, LLC
● SEC registered since 2021CRD 314411SEC# 801-122554Baltimore, MD
Reg. AUM
$368.9M
Employees
4
Accounts
5
Location
Baltimore, MD
Cromwell Investment Advisors, LLC assets under management
Cromwell Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Baltimore, MD. The firm has been registered since 2021. It reports $368.9 million in regulatory assets under management and employs 4 people.
Cromwell Investment Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Carl Nelson Control | President/Member | Over 75% | 2021 |
| Christian Matthew Kansler | Member | 5-10% | 2021 |
| Darcy Nicole Limanni Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Cromwell Investment Advisors, LLC manage?
Cromwell Investment Advisors, LLC reports $368.9 million in regulatory assets under management on its Form ADV.
How many employees does Cromwell Investment Advisors, LLC have?
Cromwell Investment Advisors, LLC reports 4 employees.
Where is Cromwell Investment Advisors, LLC located?
Cromwell Investment Advisors, LLC is based in Baltimore, MD and has been SEC-registered since 2021.
Does Cromwell Investment Advisors, LLC disclose fund performance?
Cromwell Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 810 Gleneagles Court, Suite 106, Baltimore, MD 21286 |
| Phone | 888-844-4110 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$368.9M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$368.9Mregulatory AUM
Discretionary $368.9M