Cromwell Investment Advisory, LLC
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About
Cromwell Investment Advisory, LLC provides investment supervisory services and financial planning primarily to individual clients. The firm offers ongoing portfolio management and one‑time or hourly financial planning, advising across mutual funds, equities, fixed income, ETFs, REITs and options.
The firm documents client objectives in an Investment Policy Statement and typically operates with discretionary trading authority, using both charting and fundamental analysis to guide decisions. Its trading toolkit includes long‑ and short‑term strategies as well as options writing, short sales and margin, and it aggregates trades (block trading) through its chosen custodian.
A distinctive feature of the firm is its integration with a tax and accounting practice; the advisory business is affiliated with and operated alongside accounting services, and the principal is a licensed CPA — an arrangement that is uncommon among independent advisory firms. The adviser also maintains a securities registration at a broker‑dealer but discloses it will not sell commissionable products, and the firm manages client assets directly rather than using third‑party managers.
Client services
Expertise
Fee options
$1 - $50,000: Up to 2.30% $50,001 - $100,000: Up to 2.20% $100,001 - $1,000,000: Up to 2.00% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.00% Above $5,000,000+: Up to 1.00%
$150 per hour, fees are negotiable
Fee-only: $150 per hour, fees are negotiable
Main office
7305 Baltimore Avenue, Suite 307
College Park MD 20740-3232
Advisors at this office
1
Most active in
Maryland
Also doing business as
Cromwell & Company, LLC · Cromwell Investment Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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