{ "path": "/advisors/md/baltimore", "url": "https://advisorcensus.com/advisors/md/baltimore", "page_type": "metro", "title": "Financial advisors in Baltimore, MD", "filters": {}, "scope_total": 236, "faq": [ { "q": "How many financial advisory firms are there in Baltimore, MD?", "a": "AdvisorCensus lists 236 investment advisory firms with a principal office in the Baltimore metro area, from Form ADV filings as of October 2026: 116 SEC-registered, 90 state-registered, and 30 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Baltimore, MD?", "a": "82 of the 236 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Baltimore, MD offer financial planning?", "a": "128 of the 206 firms in Baltimore, MD that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Baltimore, MD fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 82 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 236 investment advisory firms with a principal office in the Baltimore metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Baltimore has 236 investment advisory firms with a principal office in the metro area as of October 2026: 116 SEC-registered, 90 state-registered, and 30 exempt reporting advisers. 82 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 57 report under $100 million in regulatory assets under management. The metro area has 1,120,269 households, 214,183 of them with income of $200,000 or more, or 908 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Baltimore, MD: 236 firms from Form ADV filings as of October 2026.", "total_firms": 236, "page": 1, "total_pages": 5, "sort": "name", "registration_types": { "sec": 116, "state": 90, "exempt": 30 }, "fee_model_mix": [ { "code": "fee-only", "count": 82 }, { "code": "percentage_of_aum", "count": 172 }, { "code": "hourly", "count": 101 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 123 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 24 }, { "code": "other", "count": 26 }, { "code": "not_reported", "count": 30 } ], "years_registered_distribution": [ { "code": "under_5", "count": 67 }, { "code": "5_to_9", "count": 47 }, { "code": "10_to_19", "count": 57 }, { "code": "20_plus", "count": 61 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 24 }, { "code": "25m_100m", "count": 33 }, { "code": "100m_500m", "count": 62 }, { "code": "500m_1b", "count": 15 }, { "code": "1b_5b", "count": 25 }, { "code": "over_5b", "count": 15 }, { "code": "not_reported", "count": 62 } ], "firms": [ { "crd_number": 149136, "name": "&Wealth Partners", "name_as_filed": "&WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/and-wealth-partners-baltimore-md-149136", "city": "Baltimore", "state": "MD", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115948, "name": "1 North Wealth Services, LLC", "name_as_filed": "1 NORTH WEALTH SERVICES, LLC", "url": "https://advisorcensus.com/firm/1-north-wealth-services-llc-annapolis-md-115948", "city": "Annapolis", "state": "MD", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133370, "name": "1919 Investment Counsel, LLC", "name_as_filed": "1919 INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/1919-investment-counsel-llc-baltimore-md-133370", "city": "Baltimore", "state": "MD", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 107041, "name": "A. J. Perry & Co.", "name_as_filed": "A. J. PERRY & CO.", "url": "https://advisorcensus.com/firm/a-j-perry-and-co-towson-md-107041", "city": "Towson", "state": "MD", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162150, "name": "A.G. Campbell Advisory, LLC", "name_as_filed": "A.G. CAMPBELL ADVISORY, LLC", "url": "https://advisorcensus.com/firm/a-g-campbell-advisory-llc-baltimore-md-162150", "city": "Baltimore", "state": "MD", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152121, "name": "ABR Capital Partners, LLC", "name_as_filed": "ABR CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/abr-capital-partners-llc-baltimore-md-152121", "city": "Baltimore", "state": "MD", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 156923, "name": "ABS Capital Partners, Inc.", "name_as_filed": "ABS CAPITAL PARTNERS, INC.", "url": "https://advisorcensus.com/firm/abs-capital-partners-inc-hunt-valley-md-156923", "city": "Hunt Valley", "state": "MD", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339851, "name": "Acacia Group VI LLC", "name_as_filed": "ACACIA GROUP VI LLC", "url": "https://advisorcensus.com/firm/acacia-group-vi-llc-fulton-md-339851", "city": "Fulton", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339164, "name": "Acacia Group VII LLC", "name_as_filed": "ACACIA GROUP VII LLC", "url": "https://advisorcensus.com/firm/acacia-group-vii-llc-fulton-md-339164", "city": "Fulton", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297197, "name": "Access Holdings Management Company LLC", "name_as_filed": "ACCESS HOLDINGS MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/access-holdings-management-company-llc-baltimore-md-297197", "city": "Baltimore", "state": "MD", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 117474, "name": "Accordant Advisory Group, Inc.", "name_as_filed": "ACCORDANT ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/accordant-advisory-group-inc-annapolis-md-117474", "city": "Annapolis", "state": "MD", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 281263, "name": "Adams Diversified Equity Fund, Inc.", "name_as_filed": "ADAMS DIVERSIFIED EQUITY FUND, INC.", "url": "https://advisorcensus.com/firm/adams-diversified-equity-fund-inc-baltimore-md-281263", "city": "Baltimore", "state": "MD", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 226613, "name": "Adams Funds Advisers", "name_as_filed": "ADAMS FUNDS ADVISERS", "url": "https://advisorcensus.com/firm/adams-funds-advisers-baltimore-md-226613", "city": "Baltimore", "state": "MD", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 273035, "name": "Advocate Investing Services", "name_as_filed": "ADVOCATE INVESTING SERVICES", "url": "https://advisorcensus.com/firm/advocate-investing-services-woodbine-md-273035", "city": "Woodbine", "state": "MD", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288198, "name": "Alpha DNA Investment Management", "name_as_filed": "ALPHA DNA INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/alpha-dna-investment-management-columbia-md-288198", "city": "Columbia", "state": "MD", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 321970, "name": "Alpha EV, LLC", "name_as_filed": "ALPHA EV, LLC", "url": "https://advisorcensus.com/firm/alpha-ev-llc-towson-md-321970", "city": "Towson", "state": "MD", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111016, "name": "American Financial Management, Ltd.", "name_as_filed": "AMERICAN FINANCIAL MANAGEMENT, LTD.", "url": "https://advisorcensus.com/firm/american-financial-management-ltd-owings-mills-md-111016", "city": "Owings Mills", "state": "MD", "years_registered": 42, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300980, "name": "Anchor Wealth Advisors, LLC", "name_as_filed": "ANCHOR WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/anchor-wealth-advisors-llc-cockeysville-md-300980", "city": "Cockeysville", "state": "MD", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132539, "name": "Annapolitan Investment Group, Inc.", "name_as_filed": "ANNAPOLITAN INVESTMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/annapolitan-investment-group-inc-annapolis-md-132539", "city": "Annapolis", "state": "MD", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168345, "name": "Armstrong Dixon", "name_as_filed": "ARMSTRONG DIXON", "url": "https://advisorcensus.com/firm/armstrong-dixon-baltimore-md-168345", "city": "Baltimore", "state": "MD", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110800, "name": "Asset Strategy Consultants LLC", "name_as_filed": "ASSET STRATEGY CONSULTANTS LLC", "url": "https://advisorcensus.com/firm/asset-strategy-consultants-llc-hunt-valley-md-110800", "city": "Hunt Valley", "state": "MD", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 159162, "name": "Atlantic Financial Planning LLC", "name_as_filed": "ATLANTIC FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/atlantic-financial-planning-llc-annapolis-md-159162", "city": "Annapolis", "state": "MD", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 159833, "name": "Baltimore Avenue Investments, LLC", "name_as_filed": "BALTIMORE AVENUE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/baltimore-avenue-investments-llc-towson-md-159833", "city": "Towson", "state": "MD", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159388, "name": "Baltimore-Washington Financial Advisors", "name_as_filed": "BALTIMORE-WASHINGTON FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/baltimore-washington-financial-advisors-columbia-md-159388", "city": "Columbia", "state": "MD", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 104600, "name": "Base Management Co", "name_as_filed": "BASE MANAGEMENT CO", "url": "https://advisorcensus.com/firm/base-management-co-towson-md-104600", "city": "Towson", "state": "MD", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 294000, "name": "Bay Harbor Wealth Management, LLC", "name_as_filed": "BAY HARBOR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bay-harbor-wealth-management-llc-hunt-valley-md-294000", "city": "Hunt Valley", "state": "MD", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116015, "name": "Bayview Investment Counsel, Inc", "name_as_filed": "BAYVIEW INVESTMENT COUNSEL, INC", "url": "https://advisorcensus.com/firm/bayview-investment-counsel-inc-stevensville-md-116015", "city": "Stevensville", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 332906, "name": "Berman McAleer", "name_as_filed": "BERMAN MCALEER", "url": "https://advisorcensus.com/firm/berman-mcaleer-timonium-md-332906", "city": "Timonium", "state": "MD", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145108, "name": "Black Diamond Financial, LLC", "name_as_filed": "BLACK DIAMOND FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/black-diamond-financial-llc-lutherville-md-145108", "city": "Lutherville", "state": "MD", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333724, "name": "Blue Curve Advisory, LLC", "name_as_filed": "BLUE CURVE ADVISORY, LLC", "url": "https://advisorcensus.com/firm/blue-curve-advisory-llc-towson-md-333724", "city": "Towson", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148104, "name": "Blue Point Investment Management", "name_as_filed": "BLUE POINT INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/blue-point-investment-management-baltimore-md-148104", "city": "Baltimore", "state": "MD", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325099, "name": "Blueprint Wealth Management Inc.", "name_as_filed": "BLUEPRINT WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/blueprint-wealth-management-inc-ellicott-city-md-325099", "city": "Ellicott City", "state": "MD", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104684, "name": "Bolton Investment", "name_as_filed": "BOLTON INVESTMENT", "url": "https://advisorcensus.com/firm/bolton-investment-towson-md-104684", "city": "Towson", "state": "MD", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314629, "name": "Booster, LLC", "name_as_filed": "BOOSTER, LLC", "url": "https://advisorcensus.com/firm/booster-llc-baltimore-md-314629", "city": "Baltimore", "state": "MD", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145148, "name": "Brian L. Yurek", "name_as_filed": "BRIAN L. YUREK", "url": "https://advisorcensus.com/firm/brian-l-yurek-kingsville-md-145148", "city": "Kingsville", "state": "MD", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 164209, "name": "Brightpath Wealth Advisors LLC", "name_as_filed": "BRIGHTPATH WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/brightpath-wealth-advisors-llc-crofton-md-164209", "city": "Crofton", "state": "MD", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340702, "name": "Broad Reach Retail Partners LLC", "name_as_filed": "BROAD REACH RETAIL PARTNERS LLC", "url": "https://advisorcensus.com/firm/broad-reach-retail-partners-llc-millersville-md-340702", "city": "Millersville", "state": "MD", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110181, "name": "Brown Advisory", "name_as_filed": "BROWN ADVISORY", "url": "https://advisorcensus.com/firm/brown-advisory-baltimore-md-110181", "city": "Baltimore", "state": "MD", "years_registered": 35, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 124612, "name": "Brown Advisory Investment Solutions Group LLC", "name_as_filed": "BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC", "url": "https://advisorcensus.com/firm/brown-advisory-investment-solutions-group-llc-baltimore-md-124612", "city": "Baltimore", "state": "MD", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 105633, "name": "Brown Capital Management, LLC", "name_as_filed": "BROWN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/brown-capital-management-llc-baltimore-md-105633", "city": "Baltimore", "state": "MD", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 165189, "name": "Bryant Financial Advisory, Inc.", "name_as_filed": "BRYANT FINANCIAL ADVISORY, INC.", "url": "https://advisorcensus.com/firm/bryant-financial-advisory-inc-baltimore-md-165189", "city": "Baltimore", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287995, "name": "Bush River Trust, LLC", "name_as_filed": "BUSH RIVER TRUST, LLC", "url": "https://advisorcensus.com/firm/bush-river-trust-llc-hunt-valley-md-287995", "city": "Hunt Valley", "state": "MD", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 144926, "name": "Buttonwood Financial Advisors, Inc.", "name_as_filed": "BUTTONWOOD FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/buttonwood-financial-advisors-inc-baltimore-md-144926", "city": "Baltimore", "state": "MD", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158096, "name": "Calvert Street Capital Partners, Inc.", "name_as_filed": "CALVERT STREET CAPITAL PARTNERS, INC.", "url": "https://advisorcensus.com/firm/calvert-street-capital-partners-inc-towson-md-158096", "city": "Towson", "state": "MD", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 314919, "name": "Cambium Capital Management LP", "name_as_filed": "CAMBIUM CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/cambium-capital-management-lp-highland-md-314919", "city": "Highland", "state": "MD", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 117011, "name": "Camden Partners Holdings, LLC", "name_as_filed": "CAMDEN PARTNERS HOLDINGS, LLC", "url": "https://advisorcensus.com/firm/camden-partners-holdings-llc-owings-mills-md-117011", "city": "Owings Mills", "state": "MD", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 134332, "name": "Campbell & Company Investment Adviser LLC", "name_as_filed": "CAMPBELL & COMPANY INVESTMENT ADVISER LLC", "url": "https://advisorcensus.com/firm/campbell-and-company-investment-adviser-llc-baltimore-md-134332", "city": "Baltimore", "state": "MD", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 121838, "name": "Capital Advisor Management", "name_as_filed": "CAPITAL ADVISOR MANAGEMENT", "url": "https://advisorcensus.com/firm/capital-advisor-management-towson-md-121838", "city": "Towson", "state": "MD", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 29302, "name": "Capital Portfolio Management, Inc.", "name_as_filed": "CAPITAL PORTFOLIO MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/capital-portfolio-management-inc-timonium-md-29302", "city": "Timonium", "state": "MD", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112280, "name": "Carroll Frank & Plotkin LLC", "name_as_filed": "CARROLL FRANK & PLOTKIN LLC", "url": "https://advisorcensus.com/firm/carroll-frank-and-plotkin-llc-pikesville-md-112280", "city": "Pikesville,", "state": "MD", "years_registered": 35, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/md", "label": "Financial advisors in Maryland" }, "metro": { "path": "/advisors/md/baltimore", "label": "Financial advisors in Baltimore, MD" }, "city_pages": [ { "path": "/advisors/md/baltimore/annapolis", "label": "Financial advisors in Annapolis, MD", "firm_count": 27 }, { "path": "/advisors/md/baltimore/towson", "label": "Financial advisors in Towson, MD", "firm_count": 26 }, { "path": "/advisors/md/baltimore/hunt-valley", "label": "Financial advisors in Hunt Valley, MD", "firm_count": 24 }, { "path": "/advisors/md/baltimore/columbia", "label": "Financial advisors in Columbia, MD", "firm_count": 16 }, { "path": "/advisors/md/baltimore/timonium", "label": "Financial advisors in Timonium, MD", "firm_count": 11 }, { "path": "/advisors/md/baltimore/ellicott-city", "label": "Financial advisors in Ellicott City, MD", "firm_count": 10 } ], "fee_pages": [ { "path": "/advisors/md/baltimore/fee-only", "label": "Fee-only financial advisors in Baltimore, MD", "firm_count": 82 }, { "path": "/advisors/md/baltimore/flat-fee", "label": "Flat-fee financial advisors in Baltimore, MD", "firm_count": 123 }, { "path": "/advisors/md/baltimore/hourly", "label": "Hourly financial advisors in Baltimore, MD", "firm_count": 101 } ], "niche_pages": [ { "path": "/advisors/md/baltimore/business-owners", "firm_count": 3, "label": "Financial advisors for business owners in Baltimore, MD" }, { "path": "/advisors/md/baltimore/professional-athletes", "firm_count": 1, "label": "Financial advisors for professional athletes in Baltimore, MD" } ] }, "csv": "https://advisorcensus.com/advisors/md/baltimore.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 11, "sec_registered_at_start": 113, "per_100_registered": 9.73, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 11 firms here registered with the SEC as investment advisers: 9.7 for every 100 already registered, against 10.0 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }