Baltimore-Washington Financial Advisors

Overview

Baltimore-Washington Financial Advisors is an SEC registered investment adviser based in Columbia, MD, registered since 2012. It reports $3B in assets under management across 5,301 accounts, with 36 employees. It has 13 investment adviser representatives.

Reported AUM

$3B

Discretionary

96%

Accounts

5,301

Average account

$563K

Employees

36

Advisory reps

13

Registered since

2012

Jurisdictions

21

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 3

• Robert G Carpenter President CRD 1992563
• Joseph U Manfredi Chief Operating Officer CRD 1882511
• Meghan Emery Manas Director, Client Services CRD 6710816

Advisory reps 3 of 13

• Joseph Anthony Caputo Investment Adviser Rep CRD 5118602
• Robert G Carpenter Insurance Agent · Investment Adviser Rep CRD 1992563
• Tyler Duluth Cunningham Investment Adviser Rep CRD 6714945

10 more advisory reps, with emails, phones and branch locations

Location

Headquarters

10960 Grantchester Way Ste 110
Columbia, MD 21044

County

Howard

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 21 jurisdictions
• Website: bwfa.com

Every state, with registration dates

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