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MARYLAND CAPITAL ADVISORS, INC.

7 Chester Plaza
Chester, Maryland 21619
Tel: 410-604-2741

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About MARYLAND CAPITAL ADVISORS, INC.

MARYLAND CAPITAL ADVISORS, INC, formally registered with the SEC as MARYLAND CAPITAL ADVISORS, INC. The firm was established in 12/06/2007. They have over 3 offices throughout the country.

MARYLAND CAPITAL ADVISORS, INC. is a Chester, Maryland based Financial Planning firm with nearly $342,095,626 assets under management, offering retirement planning & investment advisory services to 573 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#134875
SEC#801-68593
Assets Managed by Firm$342,095,626
No. of Clients573
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total573$342,095,626
Individuals (other than high net worth individuals)67$22,541,627
High net worth individuals79$317,727,382
Pension and profit sharing plansFewer than 5 clients$1,826,617

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T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
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$193,065,874,99768114
BROWN ADVISORY
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PROSHARE ADVISORS LLC
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$65,095,381,946126101
PNC CAPITAL ADVISORS LLC
One East Pratt Street, Fifth Floor - East
Baltimore, MD, 21202
$37,701,864,167516254

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