Tufton Capital Management, LLC
Firm details
- Headquarters
- Hunt Valley, Maryland
- CRD number
- 113543
- Registered since
- October 10, 1995
- Website
- tuftoncapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.77%
- Individuals5.38%
- Corporations / Businesses4.37%
- Charitable Organizations2.48%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tufton Capital Management, LLC is an independent, SEC‑registered registered investment adviser organized as a limited liability company and in operation since 1995. The firm serves individual and family clients and offers fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Its advisory services encompass discretionary portfolio management for individuals and small businesses as well as for businesses or institutions, plus publication of periodicals/newsletters and educational seminars or workshops. Tufton is not identified as an active ESG investor and is not listed as a multi‑state adviser; it is not a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
3 of 5
Barbara Rishel
Portfolio Manager, Vice PresidentCRD 4537813
Ricky Rubin
Vice President and Portfolio ManagerCRD 3181611
Charles Meyer
President & Managing PartnerCRD 2743959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$31.8M in ETFs
94%
$29.9M
6%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $5.6M | 7,448 | 17.52% |
Location
Hunt Valley, MD
Baltimore
Location
Hunt Valley, MD
Headquartered in Hunt Valley, 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
- Baltimore
- Address
- 303 International Cir
- Time zone
- ET (UTC-5)
- Office locations
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