Maple Capital Management, Inc.

Maple Capital Management, Inc. (CRD# 130209) is a financial advisory firm headquartered in Montpelier, VT. They manage $1,366,024,417 in 2,394 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,366
    MILLION
  • Total Number of Accounts
    2,394
    ACCOUNTS
  • Average Account Value
    $570,603
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Maple Capital Management, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Steven L. Killoran
CRD#: 2030339
535 Stone Cutters Way, Montpelier, VT 05602

Steven Killoran (CRD# 2030339) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 17 years of experience in the finance industry.

2
Elizabeth S. Lewis
CRD#: 4717463
535 Stone Cutters Way, Montpelier, VT 05602

Elizabeth Lewis (CRD# 4717463) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 20 years of experience in the finance industry.

3
Richard J. Litchfield
CRD#: 2800769
535 Stone Cutters Way, Montpelier, VT 05602

Richard Litchfield (CRD# 2800769) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 21 years of experience in the finance industry.

4
Ramsey A. Luhr
CRD#: 4573053
535 Stone Cutters Way, Montpelier, VT 05602

Ramsey Luhr (CRD# 4573053) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 22 years of experience in the finance industry.

5
Debbie L. Montgomery
CRD#: 1668162
533-d Johnson Ferry Road, Suite 350, Marietta, GA 30068

Debbie Montgomery (CRD# 1668162) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Marietta, GA and has over 35 years of experience in the finance industry. Debbie Montgomery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Clayton T. Shiver
CRD#: 5797402
533-d Johnson Ferry Road, Suite 350, Marietta, GA 30068

Clayton Shiver (CRD# 5797402) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Marietta, GA and has over 13 years of experience in the finance industry.

7
Timothy J. Wooster
CRD#: 6874323
535 Stone Cutters Way, Montpelier, VT 05602

Timothy Wooster (CRD# 6874323) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 5 years of experience in the finance industry.

8
David J. Bosworth
CRD#: 7645071
535 Stone Cutters Way, Montpelier, VT 05602

David Bosworth (CRD# 7645071) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has 1 year of experience in the finance industry.

9
Fjolla Buza-Sotak
CRD#: 7174159
535 Stone Cutters Way, Montpelier, VT 05602

Fjolla Buza-Sotak (CRD# 7174159) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 2 years of experience in the finance industry.

10
Connor G. Herbruck
CRD#: 7521645
535 Stone Cutters Way, Montpelier, VT 05602

Connor Herbruck (CRD# 7521645) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has 1 year of experience in the finance industry.

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