Maryland Capital Advisors, Inc.
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
FINTRXOverview
Maryland Capital Advisors, Inc. is an independent, SEC-registered investment adviser that has operated since 2007 and is owned by an individual. The firm acts as a capital allocator for a client base composed mainly of individuals and families, charging both a percentage-of-AUM fee and fixed fees. It does not position itself as an active ESG investor. The firm’s advisory scope includes discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, pension consulting services, and the selection of other advisers. FINTRX flags the firm as a capital allocator, which aligns with its use of third‑party managers for certain alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds87%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 4
Joseph Wehr
Senior Financial AdvisorCRD 7159221
Connor Chapman
AssociateCRD 8271992
Michael Damas
Owner and PresidentCRD 1897830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 145Active vs passive
$287M in ETFs
66%
$189M
34%
$98.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $72M | 1,373,167 | 25.08% |
Location
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
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