| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Carl Nelson Control | President/Member | 50-75% | 2021 |
| Christian Matthew Kansler | Member | Under 5% | 2021 |
| Darcy Nicole Limanni Control | Chief Compliance Officer | Under 5% | 2022 |
Cromwell Investment Advisors, LLC reports $401.6 million in regulatory assets under management on its Form ADV.
Cromwell Investment Advisors, LLC reports 4 employees.
Cromwell Investment Advisors, LLC is based in Baltimore, MD and has been SEC-registered since 2021.
Cromwell Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 810 Gleneagles Court, Suite 106, Baltimore, MD 21286 |
| Phone | 888-844-4110 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $401.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $401.6M |