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Jeffrey Larkin Caples

MARYLAND CAPITAL MANAGEMENT, LLC·TOWSON, Maryland
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210 ALLEGHENY AVE, TOWSON, MD 21204CRD# 2169449Firm CRD# 133329
01

About

Jeffrey Larkin Caples is a registered financial advisor based in TOWSON, Maryland, affiliated with MARYLAND CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARYLAND CAPITAL MANAGEMENT, LLC
MARYLAND CAPITAL MANAGEMENT, LLC
AUM
$2.5B
Regulatory assets under management
Employees
21
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2169449
Firm CRD# 133329
No disclosures on file
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05

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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