Maple Capital Management, Inc.

Maple Capital Management, Inc. (CRD# 130209) is a financial advisory firm headquartered in Montpelier, VT. They manage $639,583,306 in 1,327 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    640
    MILLION
  • Total Number of Accounts
    1,327
    ACCOUNTS
  • Average Account Value
    $481,977
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IA, IL, IN, MA, MD, ME, MN, NC, NE, NH, NJ, NY, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Maple Capital Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Elizabeth S. Lewis
CRD#: 4717463
535 Stone Cutters Way, Montpelier, VT 05602
96
Wealthminder
score

Elizabeth Lewis (CRD# 4717463) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 12 years of experience in the finance industry.

2
Evan I. Pemberton
CRD#: 5617015
535 Stone Cutters Way, Montpelier, VT 05602
96
Wealthminder
score

Evan Pemberton (CRD# 5617015) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 8 years of experience in the finance industry.

3
John T. Boland
CRD#: 1342613
535 Stone Cutters Way, Montpelier, VT 05602
93
Wealthminder
score

John Boland (CRD# 1342613) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 31 years of experience in the finance industry.

4
Timothy C. Escott
CRD#: 4653918
1050 Crown Pointe Parkway, Atlanta, GA 30338
93
Wealthminder
score

Timothy Escott (CRD# 4653918) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Atlanta, GA and has over 13 years of experience in the finance industry.

5
Steven L. Killoran
CRD#: 2030339
535 Stone Cutters Way, Montpelier, VT 05602
93
Wealthminder
score

Steven Killoran (CRD# 2030339) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 10 years of experience in the finance industry.

6
Ramsey A. Luhr
CRD#: 4573053
535 Stone Cutters Way, Montpelier, VT 05602
93
Wealthminder
score

Ramsey Luhr (CRD# 4573053) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 15 years of experience in the finance industry.

7
Gerald C. Milkowski
CRD#: 334319
Hanover, NH
93
Wealthminder
score

Gerald Milkowski (CRD# 334319) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Hanover, NH and has over 33 years of experience in the finance industry.

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