# Cromwell Investment Advisory, LLC

> Cromwell Investment Advisory, LLC is a state-registered investment advisory firm in College Park, MD, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 1, 2022.

- CRD: 152360
- Filed as: CROMWELL INVESTMENT ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: College Park, MD
- Filing period: October 2026
- Form ADV filing dated: April 1, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152360
- AdvisorCensus page: https://advisorcensus.com/firm/cromwell-investment-advisory-llc-college-park-md-152360

## Quick answers

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

**Where is Cromwell Investment Advisory, LLC located?**
Cromwell Investment Advisory, LLC's principal office is in College Park, MD, according to its Form ADV.

**Is Cromwell Investment Advisory, LLC registered with the SEC or a state?**
Cromwell Investment Advisory, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 152360.

**How much does Cromwell Investment Advisory, LLC manage?**
Cromwell Investment Advisory, LLC reports $3,499,000 in regulatory assets under management in its Form ADV filing dated April 1, 2022 (100% discretionary).

**What types of clients does Cromwell Investment Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46).

**Does Cromwell Investment Advisory, 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/152360

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,499,000
- Discretionary: $3,499,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $3,499,000 |

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

### Firm details
- Registered since: 2011 (15 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)
- hcaacpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cromwell Investment Advisory, LLC (CRD 152360): Form ADV filing data as of October 2026.