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 23 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 25 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 29 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 7 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 12 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 7 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 28 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 4 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 1 year of experience in the finance industry.

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