RIA Intel›Advisers›Maryland›CROMWELL INVESTMENT ADVISORY, LLC

CROMWELL INVESTMENT ADVISORY, LLC

Advisory

COLLEGE PARK, MD

Data as of Apr 1, 2022 · Source: SEC Form ADV

Average account

$76K

across 46 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2022.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

46 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

HOMEWOOD CAPITAL MANAGEMENT EAST LLC

$3M

ARETE ASSET MANAGEMENT, LLC

$4M

ST. MICHAELS ASSET MANAGEMENT, LLC

ST. MICHAELS, MD

$4M

SIMPLEXITY INVESTMENT MANAGEMENT, LLC

$3M

ANDERSON WEALTH MANAGEMENT, INC.

$4M

ISLANDS EAST ADVISORS LLC

CHESTER, MD

$3M

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