Maryland Capital Advisors, Inc.

RIASEC Registered

Total AUM

$491M

Discretionary

$486M

99% of AUM

Avg account

$640K

Accounts

767

Employees

7

Advisory reps

4

Firm details

Headquarters: Chester, Maryland
CRD number: 134875
Registered since: December 6, 2007
Website: www.marylandcap.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI93.04%
Individuals6.31%
Pension & Profit Sharing Plans0.66%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Maryland Capital Advisors, Inc. is an independent, privately owned Registered Investment Advisor that has been SEC-registered since 2007. The firm positions itself as a fee-based wealth manager for individuals and families, charging both a percentage of assets under management and fixed fees. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, pension consulting, and selection of third-party advisers. The firm serves primarily individual and family clients and describes itself as a capital allocator that brings external managers into client portfolios. Maryland Capital Advisors is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds87%
Exchange Traded Equities6%
Cash & Cash Equivalents4%
US Government Bonds1%
State & Local Bonds1%

Contacts

3 of 4

Joseph Wehr
Senior Financial AdvisorCRD 7159221
Paul Cucchissi
Managing DirectorCRD 1504244
Michael Damas
Owner and PresidentCRD 1897830

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 144

Active vs passive

$288M in ETFs

Passive

67%

$194M

Active

33%

$94.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB)	BlackRock	Passive	Short Term Bond	$76.6M	1,495,178	26.59%

Unlock additional holdings →

Primary office

Chester, MD

Queen Annes

Location

Chester, MD

Headquartered in Chester, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Queen Annes
Address: 7 Chester Plz
Time zone: ET (UTC-5)
Office locations

Similar firms

Islands East Advisors

Chester, MD

AUM $3.1MTEAM 1REPS 1

Montgomery Investment Management Inc

Rockville, MD

AUM $490MTEAM 3REPS 7

ABR Capital Partners, LLC

Baltimore, MD

AUM $487MTEAM 26REPS 11

Buttonwood Financial Advisors, Inc.

Baltimore, MD

AUM $483MTEAM 8REPS 5

&Wealth Partners

Baltimore, MD

AUM $508MTEAM 5REPS 3

Widmann Financial Services

Bowie, MD

AUM $467MTEAM 14REPS 7

More RIAs in Chester →All Maryland RIAs →