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).

Current Firm Details
800 North Charles Street, Suite 500, Baltimore, MD 21201
https://mdcapital.com/
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 Petrelli, financial advisor Baltimore MD
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 Blair, financial advisor Baltimore MD
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 Caples, financial advisor Baltimore MD
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 Allner, financial advisor Baltimore MD
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 Chudy, financial advisor Baltimore MD
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 Heard, financial advisor Baltimore MD
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 Sweeney, financial advisor Baltimore MD
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 Gauthier, financial advisor Baltimore MD
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 McClean, financial advisor Baltimore MD
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 Black, financial advisor Baltimore MD
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals