MAPLE CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2004

Total AUM

$2.6B

Discretionary

$2.6B

100% of AUM

Avg account

$721K

Accounts

3,579

Employees

Advisory reps

Firm details

Headquarters: MONTPELIER, Vermont
CRD number: 130209
Registered since: February 20, 2004
Website: www.maplecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI73.76%
Individuals18.26%
Corporations / Businesses4.61%
Charitable Organizations2.16%
Insurance Companies1.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Maple Capital Management, Inc. is an independent registered investment adviser operating as a corporation and serving both individual & family clients and institutional mandates. The firm has been SEC-registered since 2004 and charges clients on a percentage-of-AUM basis. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm self-identifies as a capital allocator and flags active engagement with ESG criteria in its investment approach. Maple Capital positions itself around an equity-preferred mandate and integrates third-party managers where appropriate. The firm’s service mix—ranging from direct portfolio management to adviser selection—suggests it blends internally managed portfolios with outsourced strategies for specific sleeves or specialized exposures.