Maryland Capital Management

Wealth Management Firm in Towson, MD

Firm Info
Address: 210 Allegheny Ave, Fourth Floor, Towson, MD 21204, USA
Phone: (410) 547-2666

Firm Size
Assets Under Management: $2.5 billion
# of Advisors: 14
# of Clients: 2,679
Client to Advisor Ratio: 191:1
Average Account Size: $915,702
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Other Investment Advisors
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Maryland Capital Management, LLC Overview

Maryland Capital Management, LLC is a reputable investment advisory firm based in Baltimore, MD. Established in 2004, the firm has gained significant experience and expertise in offering sound investment advice to its clients. Maryland Capital Management operates under a fee-based fee arrangement, implying that clients pay for services offered by the firm. As a registered investment advisory firm, Maryland Capital management specializes in providing investment advice only. The firm's advisors are experts in financial planning, portfolio management for individuals & small businesses, as well as portfolio management for businesses or institutional clients. The firm is committed to helping clients achieve their investment objectives by offering customized investment solutions that align with their individual needs. The firm's headquarters in Baltimore, MD, have helped it to establish a strong presence in the region. Maryland Capital Management has helped many individuals and small businesses to build sound investment portfolios that have generated good returns in the long run. The firm's strategies have been successful because of the fiduciary standard that the firm's advisors operate under. Maryland Capital Management is dedicated to upholding the highest level of ethical conduct and professionalism in the industry.

Maryland Capital Management, LLC is committed to providing top-notch investment management solutions to a diverse range of clients. Their clientele includes high net-worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, other investment advisors, and other corporation types not listed. Maryland Capital Management, LLC understands that every client has unique financial goals and investment preferences. Therefore, they offer various fee structures depending on the services provided. For instance, for asset management services, Maryland Capital Management, LLC charges a percentage of assets under management (AUM). The fees may vary depending on the nature and complexity of the investment portfolio. However, the firm ensures full transparency in all their fee structures, giving clients peace of mind and confidence in their investment decisions.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Maryland Capital Management, LLC is $500,000 as mentioned in their Part 2 Brochure. However, it also states that MCM may waive the minimum at its discretion. In addition, MCM offers investment advisory services to UMA Program Sponsors in the form of model portfolios based on one or more of MCM’s investments strategies. The Part 2 Brochure does not mention any investment minimum for the UMA Program Sponsors.

How This Office Can Help Towson, MD Residents

Maryland Capital Management helps clients in Towson, MD, by providing them with comprehensive financial guidance and investment strategies. The firm assists clients in navigating a variety of financial situations, including managing retirement accounts, developing estate plans, and building investment portfolios. Maryand Capital Management recognizes that each client has unique financial goals and challenges, so they strive to create personalized plans that cater to their client's specific needs and financial situations. Someone living in Towson, MD, might be facing financial challenges such as planning for retirement, paying for college tuition for their children or grandchildren, or managing debt and cash flow. Maryland Capital Management aims to help clients weather these challenges by providing them with customized investment and personalized financial planning. By collaborating with clients to create unique financial plans and investment strategies, Maryland Capital Management offers support and guidance in navigating clients through their financial journey.

To view the Minimum Investment and Fee Schedule for Maryland Capital Management, LLC, visit their Part 2 Brochure.

Services Offered by Maryland Capital Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Maryland Capital Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 210 Allegheny Ave, Fourth Floor, Towson, MD 21204, USA
Phone (410) 547-2666
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 800 NORTH CHARLES STREET, SUITE 500, BALTIMORE, MD 21201, United States

This firm has no other locations.


Disciplinary History

Maryland Capital Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.