Overview
Assets Under Management: $1.0 billion
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 613
Average Client Assets: $1.6 million
Frequently Asked Questions
MARYLAND CAPITAL MANAGEMENT, LLC 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 #133329), MARYLAND CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MARYLAND CAPITAL MANAGEMENT, LLC is headquartered in BALTIMORE, MD.
MARYLAND CAPITAL MANAGEMENT, LLC serves 613 high-net-worth clients according to their SEC filing dated September 24, 2018. View client details ↓
According to their SEC Form ADV, MARYLAND CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MARYLAND CAPITAL MANAGEMENT, LLC manages $1.0 billion in client assets according to their SEC filing dated September 24, 2018.
According to their SEC Form ADV, MARYLAND CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 613
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.47%
Average Client Assets: $1.6 million
Total Client Accounts: 1,510
Discretionary Accounts: 1,491
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 133329
Filing ID: 1242251
Last Filing Date: 2018-09-24 16:05:00