Tufton Capital Management, LLC
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
FINTRXOverview
Tufton Capital Management, LLC is an independent registered investment adviser, organized as an LLC and SEC-registered since 1995. The firm serves individual and family clients and offers fee arrangements that include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Advisory services cover discretionary portfolio management for individuals/small businesses and for businesses or institutions, and the firm also publishes periodicals/newsletters and runs educational seminars and workshops. Tufton is not positioned as an ESG investor, is not a multistate adviser, and does not act as a capital allocator or pension consultant.
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 Funds100%
Contacts
3 of 5
John Murphy
Senior Wealth AdvisorCRD 4519730
Barbara Rishel
Portfolio Manager, Vice PresidentCRD 4537813
Ricky Rubin
Vice President and Portfolio ManagerCRD 3181611
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
Similar firms
BAY Harbor Wealth Management, LLC
RIAHunt Valley, MD
Harvest Investment Consultants LLC
RIAHunt Valley, MD
Perspective Wealth Management
RIAHunt Valley, MD
Outcome Driven Strategies, LLC
RIAHunt Valley, MD
VSM Wealth Advisory, LLC
RIAHunt Valley, MD
The Marshall Financial Group LLC
RIAHunt Valley, MD