Unclaimed Profile

Jeffrey Larkin Caples

MARYLAND CAPITAL MANAGEMENT, LLC·TOWSON, Maryland

Series 7, Series 63Clean record25 years registeredMARYLAND CAPITAL MANAGEMENT, LLC

210 ALLEGHENY AVE, TOWSON, MD 21204CRD# 2169449Firm CRD# 133329

Profile Verification

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

Identity

Jeffrey Larkin Caples · TOWSON, MD

Registration

CRD #2169449 · MARYLAND CAPITAL MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Jan 2023 – present

MARYLAND CAPITAL MANAGEMENT, LLC

Jul 2009 – Mar 2023

TOWSON, MD

LEGG MASON INVESTMENT COUNSEL, LLC

Sep 2007 – Dec 2008

BALTIMORE, MD

LEGG MASON INVESTMENT COUNSEL

Oct 2000 – Jun 2007

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · October 4, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARYLAND CAPITAL MANAGEMENT, LLC

CRD 133329 · SEC 801-63649

AUM

$2.5B

Regulatory assets under management

Employees

2,679 client accounts

Services offered by MARYLAND CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARYLAND CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Larkin Caples offer?

Jeffrey Larkin Caples specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TOWSON, Maryland for a consultation.

What are Jeffrey Larkin Caples's credentials?

Jeffrey Larkin Caples is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Larkin Caples located?

Jeffrey Larkin Caples is based in TOWSON, Maryland, working with MARYLAND CAPITAL MANAGEMENT, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.

How does Jeffrey Larkin Caples charge for services?

Jeffrey Larkin Caples's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARYLAND CAPITAL MANAGEMENT, LLC?

MARYLAND CAPITAL MANAGEMENT, LLC has approximately 21 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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