AdvisorOS Directory
Claim Profile
CM

Charles Avery Meyer

TUFTON CAPITAL MANAGEMENT, LLC·HUNT VALLEY, Maryland
Unclaimed Profile
303 INTERNATIONAL CIRCLE, HUNT VALLEY, MD 21030CRD# 2743959Firm CRD# 113543
01

About

Charles Avery Meyer is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with TUFTON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TUFTON CAPITAL MANAGEMENT, LLC
TUFTON CAPITAL MANAGEMENT, LLC
AUM
$728M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at TUFTON CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2743959
Firm CRD# 113543
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HUNT VALLEY?

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

Browse HUNT VALLEY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles Avery Meyer offer?
Charles Avery Meyer specializes in Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Charles Avery Meyer's credentials?
Charles Avery Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Avery Meyer located?
Charles Avery Meyer is based in HUNT VALLEY, Maryland, working with TUFTON CAPITAL MANAGEMENT, LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Charles Avery Meyer charge for services?
Charles Avery Meyer'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 TUFTON CAPITAL MANAGEMENT, LLC?
TUFTON CAPITAL MANAGEMENT, LLC 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 →
Other advisors in HUNT VALLEY
Donald Bruce Hebb — ABS CAPITAL PARTNERS, INC.Calbraith Rodgers Wheaton — ABS CAPITAL PARTNERS, INC.Ivan Richard Junk — THE JUNK INVESTMENT GROUP, LLCCassandra Gene Junk — THE JUNK INVESTMENT GROUP, LLCGregory Robert Britton — CONNECTUS WEALTH, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile