firm profile
Maple Capital Management, Inc.
Overview
Maple Capital Management, Inc. is an SEC registered investment adviser based in Montpelier, VT, registered since 2004. It reports $2.6B in assets under management across 3,579 accounts, with 27 employees. It has 15 investment adviser representatives.
- Reported AUM
- $2.6B
- Discretionary
- 100%
- Accounts
- 3,579
- Average account
- $721K
- Employees
- 27
- Advisory reps
- 15
- Registered since
- 2004
- Jurisdictions
- 34
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 3 of 6
- Ramsey A Luhr President, Shareholder CRD 4573053
- Thomas Wayne Rawlings Chief Operating Officer, Chief Compliance Officer CRD 5080094
- Courtright Teachout Beard Operations Manager, Shareholder CRD 5738132
3 more executive officers, with direct contact details
Advisory reps 3 of 15
- Christopher William Arthur Investment Adviser Rep CRD 4727003
- David J Bosworth Investment Adviser Rep CRD 7645071
- Fjolla Buza-Sotak Investment Adviser Rep CRD 7174159
12 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 535 Stone Cutters Way
Montpelier, VT 05602 - County
- Washington
- Metro area
- Barre, VT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 34 jurisdictions
- Website: maplecapital.com
Every state, with registration dates
Similar firms near Montpelier
- NLG Capital, Inc.Montpelier, VT$46.5B AUM
- Equity Services, Inc.Montpelier, VT$2.8B AUM
- Champlain Investment Partners, LLCBurlington, VT$10.2B AUM
- Manchester Capital Management LLCManchester, VT$2.8B AUM
- Pathway Financial Advisors, LLCSouth Burlington, VT$1.6B AUM
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