{ "path": "/advisors/md/baltimore/fee-only", "url": "https://advisorcensus.com/advisors/md/baltimore/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Baltimore, MD", "filters": {}, "scope_total": 82, "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 82 investment advisory firms with a principal office in the Baltimore metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "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. Fee-only financial advisors in Baltimore, MD: 82 firms from Form ADV filings as of October 2026.", "total_firms": 82, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 39, "state": 43, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 82 }, { "code": "percentage_of_aum", "count": 72 }, { "code": "hourly", "count": 45 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 52 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 22 }, { "code": "5_to_9", "count": 20 }, { "code": "10_to_19", "count": 19 }, { "code": "20_plus", "count": 21 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 16 }, { "code": "25m_100m", "count": 17 }, { "code": "100m_500m", "count": 29 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 5 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 10 } ], "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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 126793, "name": "Champion Financial Planning Group, LLC", "name_as_filed": "CHAMPION FINANCIAL PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/champion-financial-planning-group-llc-annapolis-md-126793", "city": "Annapolis", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120139, "name": "Chesapeake Financial Advisors", "name_as_filed": "CHESAPEAKE FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/chesapeake-financial-advisors-towson-md-120139", "city": "Towson", "state": "MD", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311760, "name": "Crest Wealth Advisors LLC", "name_as_filed": "CREST WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/crest-wealth-advisors-llc-annapolis-md-311760", "city": "Annapolis", "state": "MD", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148503, "name": "Cristata Investment Management", "name_as_filed": "CRISTATA INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/cristata-investment-management-woodstock-md-148503", "city": "Woodstock", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328178, "name": "Curio Wealth, LLC", "name_as_filed": "CURIO WEALTH, LLC", "url": "https://advisorcensus.com/firm/curio-wealth-llc-annapolis-md-328178", "city": "Annapolis", "state": "MD", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330273, "name": "Dependent Financial Planning", "name_as_filed": "DEPENDENT FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/dependent-financial-planning-edgewater-md-330273", "city": "Edgewater", "state": "MD", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331732, "name": "Docempowered, LLC", "name_as_filed": "DOCEMPOWERED, LLC", "url": "https://advisorcensus.com/firm/docempowered-llc-baltimore-md-331732", "city": "Baltimore", "state": "MD", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123262, "name": "Dyer Financial Advisory", "name_as_filed": "DYER FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/dyer-financial-advisory-towson-md-123262", "city": "Towson", "state": "MD", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289160, "name": "Elbrus Partners, LLC", "name_as_filed": "ELBRUS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/elbrus-partners-llc-towson-md-289160", "city": "Towson", "state": "MD", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331323, "name": "Equip, LLC", "name_as_filed": "EQUIP, LLC", "url": "https://advisorcensus.com/firm/equip-llc-baltimore-md-331323", "city": "Baltimore", "state": "MD", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324496, "name": "Expect Equity LLC", "name_as_filed": "EXPECT EQUITY LLC", "url": "https://advisorcensus.com/firm/expect-equity-llc-pikesville-md-324496", "city": "Pikesville", "state": "MD", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106898, "name": "Financial Consulate", "name_as_filed": "FINANCIAL CONSULATE", "url": "https://advisorcensus.com/firm/financial-consulate-hunt-valley-md-106898", "city": "Hunt Valley", "state": "MD", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122347, "name": "Financial Management Strategies, LLC", "name_as_filed": "FINANCIAL MANAGEMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/financial-management-strategies-llc-baltimore-md-122347", "city": "Baltimore", "state": "MD", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312958, "name": "Foresight Financial Services, LLC", "name_as_filed": "FORESIGHT FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/foresight-financial-services-llc-laurel-md-312958", "city": "Laurel", "state": "MD", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300794, "name": "Foundry Wealth Advisors, LLC", "name_as_filed": "FOUNDRY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/foundry-wealth-advisors-llc-baltimore-md-300794", "city": "Baltimore", "state": "MD", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330089, "name": "Free State Financial Planning, LLC", "name_as_filed": "FREE STATE FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/free-state-financial-planning-llc-highland-md-330089", "city": "Highland", "state": "MD", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132669, "name": "Greenspring Advisors, LLC", "name_as_filed": "GREENSPRING ADVISORS, LLC", "url": "https://advisorcensus.com/firm/greenspring-advisors-llc-towson-md-132669", "city": "Towson", "state": "MD", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339984, "name": "Groff Wealth Management", "name_as_filed": "GROFF WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/groff-wealth-management-sparks-md-339984", "city": "Sparks", "state": "MD", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315465, "name": "Harmony Wealth Advisors, LLC", "name_as_filed": "HARMONY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/harmony-wealth-advisors-llc-edgewater-md-315465", "city": "Edgewater", "state": "MD", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115623, "name": "HR Investment Consultants, Inc.", "name_as_filed": "HR INVESTMENT CONSULTANTS, INC.", "url": "https://advisorcensus.com/firm/hr-investment-consultants-inc-baltimore-md-115623", "city": "Baltimore", "state": "MD", "years_registered": 35, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109400, "name": "Hussman Strategic Advisors Inc", "name_as_filed": "HUSSMAN STRATEGIC ADVISORS INC", "url": "https://advisorcensus.com/firm/hussman-strategic-advisors-inc-ellicott-city-md-109400", "city": "Ellicott City", "state": "MD", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305842, "name": "Independent Access Partners, LLC", "name_as_filed": "INDEPENDENT ACCESS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/independent-access-partners-llc-hunt-valley-md-305842", "city": "Hunt Valley", "state": "MD", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327578, "name": "Islands East Advisors", "name_as_filed": "ISLANDS EAST ADVISORS", "url": "https://advisorcensus.com/firm/islands-east-advisors-chester-md-327578", "city": "Chester", "state": "MD", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311713, "name": "JWC Capital Management, LLC", "name_as_filed": "JWC CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jwc-capital-management-llc-annapolis-md-311713", "city": "Annapolis", "state": "MD", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107908, "name": "L. K. Benson & Company, P.C.", "name_as_filed": "L. K. BENSON & COMPANY, P.C.", "url": "https://advisorcensus.com/firm/l-k-benson-and-company-p-c-timonium-md-107908", "city": "Timonium", "state": "MD", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331717, "name": "Lee, Kelleher & Klein Wealth Management", "name_as_filed": "LEE, KELLEHER & KLEIN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lee-kelleher-and-klein-wealth-management-ellicott-city-md-331717", "city": "Ellicott City", "state": "MD", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335357, "name": "Legacy Financial Advisors", "name_as_filed": "LEGACY FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/legacy-financial-advisors-towson-md-335357", "city": "Towson", "state": "MD", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121797, "name": "Main Street Advisors, LLC", "name_as_filed": "MAIN STREET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/main-street-advisors-llc-westminster-md-121797", "city": "Westminster", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119416, "name": "Marathon Capital Management", "name_as_filed": "MARATHON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/marathon-capital-management-hunt-valley-md-119416", "city": "Hunt Valley", "state": "MD", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310534, "name": "Marks Wealth Management", "name_as_filed": "MARKS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/marks-wealth-management-ellicott-city-md-310534", "city": "Ellicott City", "state": "MD", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134875, "name": "Maryland Capital Advisors, Inc.", "name_as_filed": "MARYLAND CAPITAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/maryland-capital-advisors-inc-chester-md-134875", "city": "Chester", "state": "MD", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107099, "name": "Mount Vernon Associates Inc", "name_as_filed": "MOUNT VERNON ASSOCIATES INC", "url": "https://advisorcensus.com/firm/mount-vernon-associates-inc-baltimore-md-107099", "city": "Baltimore", "state": "MD", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144986, "name": "Municap Inc.", "name_as_filed": "MUNICAP INC.", "url": "https://advisorcensus.com/firm/municap-inc-columbia-md-144986", "city": "Columbia", "state": 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