Overview
Assets Under Management: $2.2 billion
Headquarters: MONTPELIER, VT
High-Net-Worth Clients: 549
Average Client Assets: $3 million
Frequently Asked Questions
MAPLE CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130209), MAPLE CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MAPLE CAPITAL MANAGEMENT, INC. is headquartered in MONTPELIER, VT.
MAPLE CAPITAL MANAGEMENT, INC. serves 549 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, MAPLE CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MAPLE CAPITAL MANAGEMENT, INC. manages $2.2 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, MAPLE CAPITAL MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 549
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,069
Discretionary Accounts: 3,069
Regulatory Filings
CRD Number: 130209
Filing ID: 1951149
Last Filing Date: 2025-03-31 11:31:00
Website: https://maplecapital.com