Tufton Capital Management, LLC

RIASEC Registered

Total AUM

$464M

Discretionary

$464M

100% of AUM

Avg account

$1.1M

Accounts

423

Employees

Advisory reps

Firm details

Headquarters: Hunt Valley, Maryland
CRD number: 113543
Registered since: October 10, 1995
Website: www.merceradvisors.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

FINTRX

Overview

Tufton Capital Management, LLC is an independent registered investment adviser that has been SEC-registered since 1995. The firm serves individuals and families and combines percentage-of-AUM billing with hourly and fixed-fee arrangements. Ownership is listed as a mix of a domestic entity and an individual. Tufton’s advisory work includes discretionary portfolio management for both individual/small-business clients and institutional/business clients, and the firm also produces periodicals/newsletters and runs educational seminars and workshops. Tufton does not self-identify as an active ESG investor and does not operate as a capital allocator to external managers.