# Baltimore-Washington Financial Advisors

Baltimore-Washington Financial Advisors is a RIA based in Columbia, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Columbia, United States
- **Region:** North America
- **Address:** Baltimore, MD, United States
- **Assets under management:** Undisclosed
- **Website:** bwfa.com
- **LinkedIn:** https://www.linkedin.com/company/284379

## Regulatory record

- **CRD number:** 159388
- **SEC file number:** 801-76893
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159388

## About

Baltimore-Washington Financial Advisors is a nationally recognized wealth management firm providing objective advice since 1986. The firm integrates investment management, retirement and estate planning, and tax services. BWFA works with families and individuals in a comfortable Fee-Only setting.

## Questions

### Who runs investment decisions at Baltimore-Washington Financial Advisors?

The firm operates under a team-based investment committee structure typical of independent RIAs. Specific named decision-makers are not publicly disclosed in a format that allows attribution. The firm's Form ADV filing with the SEC identifies the firm's leadership but does not single out a named CIO or CEO by public disclosure.

### How does Baltimore-Washington Financial Advisors source proprietary deal flow?

Baltimore-Washington Financial Advisors is not known for sourcing proprietary direct investments. Its investment model relies on public market securities and traditional third-party managers. The firm does not publicly market any direct deal sourcing or co-investment platform.

### What investment stages does Baltimore-Washington Financial Advisors typically target?

The firm does not target venture-stage or private growth-stage investments. Its typical allocations are to publicly traded equities, fixed income, and cash equivalents. The firm's regulatory filings describe its approach as long-term and oriented toward income and capital preservation.

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Last updated: 2026-07-10T20:14:28.000Z

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