Unclaimed Profile

David Andrew Stepherson

HARDESTY CAPITAL MANAGEMENT CORP.·BALTIMORE, Maryland

Clean record27 years registeredHARDESTY CAPITAL MANAGEMENT CORP.

2 EAST READ STREET, BALTIMORE, MD 21202CRD# 2008610Firm CRD# 113543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Andrew Stepherson · BALTIMORE, MD

Registration

CRD #2008610 · HARDESTY CAPITAL MANAGEMENT CORP. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARDESTY CAPITAL MANAGEMENT CORP.

BROWN ADVISORY

Jun 2015 – Jan 2024

CHEVY CHASE, MD

HARDESTY CAPITAL MANAGEMENT CORP.

Feb 1999 – Apr 2015

HUNT VALLEY, MD

Registrations & Exams

Registration record

First registered · February 17, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TUFTON CAPITAL MANAGEMENT, LLC

CRD 113543 · SEC 801-50228

AUM

$728M

Regulatory assets under management

Employees

755 client accounts

Services offered by TUFTON CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at TUFTON CAPITAL MANAGEMENT, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BALTIMORE?

Browse all registered financial advisors in BALTIMORE, Maryland or claim this profile if it's yours.

Browse BALTIMORE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Andrew Stepherson offer?

David Andrew Stepherson specializes in Investment Management, Wealth Management.

What are David Andrew Stepherson's credentials?

David Andrew Stepherson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Andrew Stepherson located?

David Andrew Stepherson is based in BALTIMORE, Maryland, last registered with HARDESTY CAPITAL MANAGEMENT CORP..

How does David Andrew Stepherson charge for services?

David Andrew Stepherson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARDESTY CAPITAL MANAGEMENT CORP.?

HARDESTY CAPITAL MANAGEMENT CORP. has approximately 9 employees and manages $728M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →