Maryland Capital Management, LLC
Maryland Capital Management, LLC (CRD# 133329) is a financial advisory firm headquartered in Baltimore, MD. They manage $1,382,270,000 in 1,788 accounts and serve the financial needs of clients across 33 states (or territories).
-
Total Assets Under Management1,382MILLION
-
Total Number of Accounts1,788ACCOUNTS
-
Average Account Value$773,082
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV
Frederick Allner (CRD# 1645467) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 33 years of experience in the finance industry.
Barbara Black (CRD# 6579764) 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. Barbara Black 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.
John Blair (CRD# 2367844) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 27 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.
Jeffrey Caples (CRD# 2169449) 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.
Andrew Chudy (CRD# 5326951) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 11 years of experience in the finance industry.
David Corcoran (CRD# 5423605) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Bonita Springs, FL and has over 13 years of experience in the finance industry.
James Gauthier (CRD# 1754852) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 33 years of experience in the finance industry.
Gregory Heard (CRD# 4849024) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 16 years of experience in the finance industry.
Douglas McClean (CRD# 6125015) 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.
Darin Morgan (CRD# 5413030) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Bonita Springs, FL and has 1 year of experience in the finance industry. Darin Morgan 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.