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, SEC-registered advisory firm that was first registered in 2004 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers, indicating a blend of discretionary portfolio oversight and access to third-party managers. Investmently, Maple Capital signals an equity-first orientation while also incorporating nontraditional exposures. The firm identifies as an active ESG investor and acts as a capital allocator across liquid and alternative strategies. Maple Capital received placement in Citywire’s "50 Growers Across America" in 2022 and again in 2026, reflecting external recognition for its growth-oriented activity.