Maryland Capital Management, LLC

Maryland Capital Management, LLC (CRD# 133329) is a financial advisory firm headquartered in Baltimore, MD. They manage $958,574,000 in 1,478 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    959
    MILLION
  • Total Number of Accounts
    1,478
    ACCOUNTS
  • Average Account Value
    $648,562
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
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.

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, LA, MA, MD, ME, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, VA, WV

Financial Advisors at Maryland Capital Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Nicholas N. Petrelli
CRD#: 5692956
800 North Charles Street, Suite 500, Baltimore, MD 21201
101
Wealthminder
score
Nicholas Petrelli (CRD# 5692956) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 6 years of experience in the finance industry.
2
John F. Blair
CRD#: 2367844
800 North Charles Street, Suite 500, Baltimore, MD 21201
96
Wealthminder
score

John Blair (CRD# 2367844) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 24 years of experience in the finance industry. John Blair 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.

3
Jeffrey L. Caples
CRD#: 2169449
800 North Charles Street, Suite 500, Baltimore, MD 21201
96
Wealthminder
score

Jeffrey Caples (CRD# 2169449) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 26 years of experience in the finance industry.

4
Frederick A. Allner
CRD#: 1645467
800 North Charles Street, Suite 500, Baltimore, MD 21201
93
Wealthminder
score

Frederick Allner (CRD# 1645467) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 30 years of experience in the finance industry.

5
Andrew T. Chudy
CRD#: 5326951
800 North Charles Street, Suite 500, Baltimore, MD 21201
93
Wealthminder
score

Andrew Chudy (CRD# 5326951) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 8 years of experience in the finance industry.

6
Gregory G. Heard
CRD#: 4849024
800 North Charles Street, Suite 500, Baltimore, MD 21201
93
Wealthminder
score

Gregory Heard (CRD# 4849024) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 13 years of experience in the finance industry.

7
Brendan P. Sweeney
CRD#: 5557160
800 North Charles Street, Suite 500, Baltimore, MD 21201
93
Wealthminder
score

Brendan Sweeney (CRD# 5557160) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 8 years of experience in the finance industry.

8
James P. Gauthier
CRD#: 1754852
800 North Charles Street, Suite 500, Baltimore, MD 21201
90
Wealthminder
score

James Gauthier (CRD# 1754852) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 29 years of experience in the finance industry.

9
Douglas R. McClean
CRD#: 6125015
800 North Charles Street, Suite 500, Baltimore, MD 21201
90
Wealthminder
score

Douglas McClean (CRD# 6125015) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 5 years of experience in the finance industry.

10
Barbara A. Black
CRD#: 6579764
800 North Charles Street, Suite 500, Baltimore, MD 21201
87
Wealthminder
score

Barbara Black (CRD# 6579764) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.