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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Glacier vitalQuantum wave +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
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%
Element pioneer
Pathway crest
- CRD
- #38872
- Ownership
- 26.9%
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
Signal horizon
Delta capital delta
- CRD
- #98455
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
Total SMA Asset: $2,985,578,005
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $476,590,991 | 44.4% |
| Equity - Exchange | $99,826,491 | 9.3% |
| Cash | $496,985,650 | 46.3% |
| Total | $1,073,403,132 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM EAGLE FOUNDATION | EMBER TIMBER | M1IQGAH0S | NOFD | 9.76% | $49,679,315 |
| SIGNAL CAPITAL VERTEX | UNISON ZENITH | 67YWCAIJS | IJB | 7.45% | $51,983,421 |
| ZENITH PRIME | MATRIX PIONEER | Y0BHQ87XL | HEH | 12.28% | $102,892,646 |
| NORTH ALPHA | PIONEER SIGNAL | AEDNHKKN0 | LZSI | 7.24% | $117,224,672 |
| VALUE FOCUS | FOUNDATION ZENITH | K3QG7KSI8 | MOP | 4.13% | $57,640,468 |
| DELTA HORIZON | VALUE WAVE | VSIZFU1XX | EAO | 0.85% | $82,220,456 |
| FOUNDATION FOUNDATION PRIME | WAVE PEAK | BT8V60Y5X | HEXWG | 8.55% | $68,634,553 |
| VITAL LEGACY MERIDIAN | FOCUS EAGLE | 9BMRUTUKD | UMEW | 8.21% | $29,266,803 |