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Steven Latus Shea

HARDESTY CAPITAL MANAGEMENT CORP.·HUNT VALLEY, Maryland
Unclaimed Profile
303 INTERNATIONAL CIRCLE, HUNT VALLEY, MD 21030CRD# 4322671Firm CRD# 113543
01

About

Steven Latus Shea is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with HARDESTY CAPITAL MANAGEMENT CORP.. This profile is generated from public SEC and FINRA registration data.

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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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4322671
Firm CRD# 113543
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Latus Shea offer?
Steven Latus Shea specializes in Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Steven Latus Shea's credentials?
Steven Latus Shea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Latus Shea located?
Steven Latus Shea is based in HUNT VALLEY, Maryland, working with HARDESTY CAPITAL MANAGEMENT CORP.. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Steven Latus Shea charge for services?
Steven Latus Shea'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.
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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
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