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Baltimore-Washington Financial Advisors

Financial planning in Columbia, MD

SEC registeredNo commissions reported

Call (410) 461-3900Send a messageMap ↗

Public-record details

Address
10960 Grantchester Way, Suite 110, Columbia, MD 21044
Phone
(410) 461-3900
Listed under
Financial planning, % of assets managed
Legal name
Baltimore-Washington Financial Advisors, INC.
CRD number
159388
Registration
SEC registered since 2012-06-29
Compensation (Form ADV 5.E)
Percentage of assets under management; Other (Flat Project Fees for Retirement & Estate Planning)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management
$3.0 billion
Accounts managed
5,301
Clients reported (Form ADV 5.D)
5,301
Individual / high-net-worth clients
4,400 / 872
Employees
36
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-19

SEC registered investment adviser, CRD 159388, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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