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 a privately organized investment adviser operating as a limited liability company and SEC-registered since 1995. The firm serves primarily individual and family clients while also providing portfolio management for small businesses and institutional/business accounts. Its advisory offering includes discretionary portfolio management, periodic publications or newsletters, and educational seminars or workshops. Fees are charged through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Tufton identifies as a non-ESG-active manager and is not registered as a multi-state adviser. The firm’s ownership is reported as domestic entity/individual.
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 5BARBARA 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 23Active vs passive
$26.6M in ETFs
97%
$25.7M
3%
$878K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $4.9M | 7,501 | 18.41% |
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