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- Custodian
- Broadridge · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-29-2012
- Office Locations
- 1
Office Locations
About Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors (BWFA) is an RIA in Columbia, MD serving retail and institutional clients, with a focus on business owners and entrepreneurs. The team provides financial and wealth planning plus portfolio construction, tax/estate and retirement planning, and insurance/legacy strategies. Implementation emphasizes asset allocation and risk management using ETFs and mutual funds, including socially responsible options. BWFA also publishes ongoing market updates and a quarterly advisor magazine.
Reported data analysis
What the numbers show
Between November 10, 2025 and March 19, 2026, reported AUM increased 5.6%, from $2.8B to $3.0B.
Across 5 reported observations, AUM increased 91.3% between March 24, 2022 and March 19, 2026, from $1.6B to $3.0B.
Of the latest reported AUM, 95.8% is discretionary and 4.2% is non-discretionary.
The firm reports 13 advisory representatives and 5,301 clients, or 407.8 clients per representative. That equates to $563.2K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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Owner & Executives
ROBERT G CARPENTER
Advisor, Chief Compliance Officer, President
- CRD
- #1992563
- Ownership
- 75% or more
Meghan Emery Manas
Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JOSEPH ANTHONY CAPUTO
Certified Financial Planner
- CRD
- #5118602
Tyler Duluth Cunningham
Financial Planner
- CRD
- #6714945
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,861,600,438 | $581,390 |
| Non-Discretionary | $123,977,567 | $327,118 |
| Total | $2,985,578,005 | $563,210 |
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Separately Managed Accounts
SMA allocation detail is available
Baltimore-Washington Financial Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Baltimore-Washington Financial Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.