Maple Capital Management, Inc.

Maple Capital Management, Inc. (CRD# 130209) is a financial advisory firm headquartered in Montpelier, VT. They manage $1,034,159,949 in 1,739 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,034
    MILLION
  • Total Number of Accounts
    1,739
    ACCOUNTS
  • Average Account Value
    $594,687
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
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.

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, ME, MN, NC, NE, 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
Connor F. Duffy
CRD#: 5545382
535 Stone Cutters Way, Montpelier, VT 05602

Connor Duffy (CRD# 5545382) 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.

2
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 14 years of experience in the finance industry.

3
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 16 years of experience in the finance industry.

4
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 17 years of experience in the finance industry.

5
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 19 years of experience in the finance industry.

6
Joshua C. Mallery
CRD#: 6992850
535 Stone Cutters Way, Montpelier, VT 05602

Joshua Mallery (CRD# 6992850) 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.

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

Gerald Milkowski (CRD# 334319) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Hanover, NH and has over 37 years of experience in the finance industry.

8
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 31 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.

9
Evan I. Pemberton
CRD#: 5617015
535 Stone Cutters Way, Montpelier, VT 05602

Evan Pemberton (CRD# 5617015) 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.

10
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 10 years of experience in the finance industry.

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