# BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.

BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. of COLUMBIA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 159388
- Type: SEC-registered investment adviser
- SEC file number: 801-76893
- Location: 10960 GRANTCHESTER WAY, SUITE 110, COLUMBIA, MD, 21044
- Phone: 410-461-3900
- Latest filing: 2026-03-19
- Regulatory AUM: $3.0B
- Discretionary AUM: $2.9B
- Non-discretionary AUM: $124.0M
- Clients: 36
- Accounts: 5,301

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Robert G Carpenter | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Joseph U Manfredi | CHIEF OPERATING OFFICER | — |
| Meghan Emery Manas | DIRECTOR, CLIENT SERVICES | — |
| CASSEL ROBERT WARREN | CHIEF COMPLIANCE OFFICER | — |
| CARPENTER ROBERT G | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MANFREDI JOSEPH U | CHIEF OPERATING OFFICER & SENIOR PORTFOLIO MANAGER | — |
| Manas Meghan Emery | DIRECTOR, CLIENT SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159388/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159388/similar
- Related entities: https://search.stillhousedata.com/firm/159388/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159388

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.