Unclaimed Profile

Charles Avery Meyer

TUFTON CAPITAL MANAGEMENT, LLC·HUNT VALLEY, Maryland

Clean recordTUFTON CAPITAL MANAGEMENT, LLC

303 INTERNATIONAL CIRCLE, HUNT VALLEY, MD 21030CRD# 2743959Firm CRD# 113543

Profile Verification

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

Identity

Charles Avery Meyer · HUNT VALLEY, MD

Registration

CRD #2743959 · TUFTON CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TUFTON CAPITAL MANAGEMENT, LLC

AUM

$728M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2743959

Firm CRD# 113543

View on FINRA BrokerCheck →

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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.

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