Joseph Caputo
Baltimore-Washington Financial Advisors · Columbia, Maryland
Joseph Caputo is a fee-only financial advisor at Baltimore-Washington Financial Advisors in Columbia, Maryland, who holds the CFP credential. Baltimore-Washington Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Baltimore-Washington Financial Advisors |
|---|---|
| Based in | Columbia, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.99B across 5,301 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 5118602 |
| Exams passed | Series 63 (2006) · Series 65 (2008) |
| Firm size | 36 employees |
| Disclosures | None reported |
| Website | www.bwfa.com |
How Joseph's firm compares
- Baltimore-Washington Financial Advisors's average account is about $563,000, from its Form ADV (assets managed divided by 5,301 accounts).
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Questions about Joseph
Is Joseph Caputo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Baltimore-Washington Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Baltimore-Washington Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Caputo based?
Joseph Caputo is based in Columbia, Maryland.
What credentials does Joseph Caputo hold?
Joseph Caputo holds the CFP credential.
Is Joseph Caputo registered with the SEC?
Yes. Joseph Caputo is registered as an investment adviser representative in MD and TX (CRD 5118602), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baltimore-Washington Financial Advisors manage?
Baltimore-Washington Financial Advisors reports $2.99B across 5,301 accounts in assets under management.
How do I contact Joseph Caputo?
Through Joseph's website, www.bwfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Columbia
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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