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CROMWELL FUNDS
CROMWELL INVESTMENT ADVISORS, LLC
CRD 314411 · SEC 801-122554
810 GLENEAGLES COURT, SUITE 106, BALTIMORE, MD, 21286, United States
Phone
888-844-4110
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$368.9M
Discretionary AUM
$368.9M
Team
4 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $368.9M |
States served
MD
All web addresses on file
Official SEC filing: View on IAPD