# Baltimore Avenue Investments, LLC

> Baltimore Avenue Investments, LLC is a state-registered investment advisory firm in Towson, MD, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 159833
- Filed as: BALTIMORE AVENUE INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Towson, MD
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159833
- AdvisorCensus page: https://advisorcensus.com/firm/baltimore-avenue-investments-llc-towson-md-159833

## Quick answers

**How is Baltimore Avenue Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Baltimore Avenue Investments, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Baltimore Avenue Investments, LLC located?**
Baltimore Avenue Investments, LLC's principal office is in Towson, MD, according to its Form ADV.

**Is Baltimore Avenue Investments, LLC registered with the SEC or a state?**
Baltimore Avenue Investments, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159833.

**How much does Baltimore Avenue Investments, LLC manage?**
Baltimore Avenue Investments, LLC reports $21,341,239 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (69% discretionary).

**What types of clients does Baltimore Avenue Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (4).

**Does Baltimore Avenue Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159833

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $21,341,239
- Discretionary: $14,781,271
- Non-discretionary: $6,559,968

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $16,432,724 |
| High net worth individuals | 4 | $4,908,515 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- baltimoreavenueinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baltimore Avenue Investments, LLC (CRD 159833): Form ADV filing data as of October 2026.