Baltimore Avenue Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,341,239
Total clients
56
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
56
Average account size
$381,094
About
Baltimore Avenue Investments, LLC provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, managing mutual funds, equities, bonds, ETFs, REITs and government securities. The firm prepares a client‑specific Investment Policy Statement to document each client’s income, tax situation, risk tolerance and time horizon, and integrates ongoing portfolio monitoring into an annual asset‑based advisory arrangement.
The firm’s investment approach combines charting, fundamental, technical and cyclical analysis and employs both long‑ and short‑term strategies, including short sales, margin transactions and options writing. Financial planning is delivered via software‑based plans included in the annual asset fee, and the adviser seeks written discretionary authority to implement portfolio changes consistent with each client’s Investment Policy Statement.
Noteworthy features that distinguish the firm from many peers include its explicit use of higher‑risk trading techniques (shorts, margin and options) and its practice of directing clients to third‑party advisers with fee‑sharing arrangements, a relationship the brochure identifies as a potential conflict of interest. The firm also allows client‑directed brokerage, receives research/soft‑dollar benefits from its custodian, and limits formal account reviews to the firm’s managing member at least quarterly.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$5,000 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% Above $1,000,000+: 0.60%
Account minimum: $5,000 (may be waived) Fee-only: Annual fees charged based on assets under management; fees are negotiable but capped at 1%.
Main office location
Baltimore Avenue Investments, LLC
606 Baltimore Avenue, Suite 203
Towson MD 21204, United States
Number of offices
1
Most active in
Baltimore Avenue Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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