Unclaimed Profile

Charles Avery Meyer

TUFTON CAPITAL MANAGEMENT, LLC·HUNT VALLEY, Maryland

Series 7, Series 63Clean record12 years registeredTUFTON 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 · 12 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

May 2025 – present

TUFTON CAPITAL MANAGEMENT, LLC

Jan 2023 – present

TUFTON CAPITAL MANAGEMENT, LLC

Jan 2014 – Dec 2022

HUNT VALLEY, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 15, 2014

Years registered · 12

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

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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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