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MARYLAND CAPITAL MANAGEMENT, LLC
MARYLAND CAPITAL MANAGEMENT, LLC
TOWSON, Maryland
·
8 registered advisors
·
CRD# 133329
SEC# 801-63649
1
410-547-2666
01
Firm Overview
AUM
$2.5B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at MARYLAND CAPITAL MANAGEMENT, LLC
8 registered advisors
Frederick Abels Allner
BALTIMORE, Maryland
CRD# 1645467
Gregory Glen Heard
TOWSON, Maryland
CRD# 4849024
Jeffrey Larkin Caples
TOWSON, Maryland
CRD# 2169449
John Fleming Blair
TOWSON, Maryland
CRD# 2367844
Lenee Beth Dirzuweit
TOWSON, Maryland
CRD# 2480492
Nicholas N. Petrelli
TOWSON, Maryland
CRD# 5692956
Shandy Carroll Pumphrey
BALTIMORE, Maryland
CRD# 4073390
Stephen Bruce Schuler
BALTIMORE, Maryland
CRD# 1177828
05
Office Locations
TOWSON, Maryland
5 advisors
BALTIMORE, Maryland
3 advisors
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Data sourced from SEC Form ADV filings. MARYLAND CAPITAL MANAGEMENT, LLC (CRD# 133329) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.