BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Legal name: BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.

CRD 159388File 801-76893

APPROVED

Retail clients

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.99B

Top 25% of cohort (national)

Discretionary AUM

$2.86B

Non-discretionary $124.0M

Clients

5,301

5,301 accounts

Employees

Top 25% of cohort in MD

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Jun 29, 2012
Principal office: 10960 GRANTCHESTER WAY, SUITE 110, COLUMBIA, MD, 21044
Phone: 410-461-3900
Website: https://www.facebook.com/1bwfa/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.99B
Discretionary AUM: $2.86B
Non-discretionary AUM: $124.0M
Discretionary accounts: 4,922
Non-discretionary accounts: 379
Total accounts: 5,301
AUM per client: $563K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$1.6M
Charitable organizations	18	$21.4M
High net worth individuals	872	$2.06B
Individuals (other than high net worth individuals)	4,400	$900.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.