MARYLAND CAPITAL ADVISORS, INC.

RIASEC RegisteredEst. 2007

Total AUM

$491M

Discretionary

$486M

99% of AUM

Avg account

$640K

Accounts

767

Employees

Advisory reps

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 a SEC-registered investment adviser that acts as a capital allocator for individual and family clients. The firm delivers discretionary portfolio management for individuals, small businesses and institutions, and provides selection of other advisers and pension consulting services. Its fee model combines a percentage of assets under management with fixed fees, reflecting both traditional AUM relationships and project-based engagements. Investment activity is centered on public funds and exchange-traded products, with a clear tilt toward short- to intermediate-duration corporate fixed income exposure. The firm utilizes third-party managers where appropriate, indicating a blended approach of in-house portfolio construction and outsourced specialist strategies. Maryland Capital Advisors’ public holdings and custodian footprint suggest a conservative, income-oriented core complemented by diversified mutual fund sleeves.