BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.
Legal name: BALTIMORE-WASHINGTON FINANCIAL ADVISORS
CRD #159388 SEC #801-76893 COLUMBIA, MD 410-461-3900
SEC Registered
Total AUM
$2.8B
Discretionary
$2.7B
Employees
32
Clients
251
Accounts
4,975
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASSEL, ROBERT, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASSEL, ROBERT, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASSEL, ROBERT, WARREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER | NA | Control |
| MANFREDI, JOSEPH, U | I | CHIEF OPERATING OFFICER | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| Manas, Meghan, Emery | I | DIRECTOR, CLIENT SERVICES | NA | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, ROBERT, G | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 10, 2025 REGISTERED
Notice Filings (24)
CA CO CT DC DE FL IL LA MA MD ME NC NE NH NJ NY OH PA SC TN TX VA WA WV
Address
10960 GRANTCHESTER WAYSUITE 110
COLUMBIA, MD 21044
United States
Phone: 410-461-3900