Baltimore Avenue Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Baltimore Avenue Investments serves individual and high‑net‑worth clients, offering ongoing discretionary portfolio management together with software‑based financial planning. The firm constructs an Investment Policy Statement for each client and implements portfolios across mutual funds, equities, fixed income, ETFs, REITs and similar instruments; planning services are included within its asset‑based advisory arrangement.
The firm blends fundamental, technical, charting and cyclical analysis to formulate investment choices and exercises discretionary authority to execute both long‑ and short‑term strategies. Portfolios may employ margin, short sales and options writing in addition to conventional long‑only positions, and client accounts are reviewed on a quarterly basis by the firm’s primary advisor.
What distinguishes this firm from many peers is its routine use of higher‑risk trading tools (short sales, margin and option strategies) and its receipt of research/soft‑dollar benefits from its custodian, alongside the practice of directing clients to third‑party advisers under fee‑sharing arrangements. Operationally, the firm limits proxy voting and maintains limited custody via fee deduction, features clients may want to weigh when comparing similar independent advisers.
Client services
Expertise
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 Fee-only: Annual fee based on tiered percentage of assets under management; fees are negotiable and may be less than 1%
Main office
606 Baltimore Avenue, Suite 203
Towson MD 21204
Advisors at this office
1
Most active in
Maryland
Also doing business as
Bai, LLC · Baltimore Avenue Investments, LLC
Disclosures
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Business activities & affiliations
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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