What is a Form ADV?
This is BWFA's registration with the Securities and Exchange Commission. Part 1 provides basic information about the firm's organization and clients and is available at the
SEC's website and search for "Baltimore Washington" in the
Investment Adviser Search section.
Part 2 is most relevant to clients and includes information about our services, fees, and investment strategies. You can download a PDF version of BWFA's Form ADV Part II
