|
⚲
|
| Maryland Capital Advisors Inc
✚
| |
|---|---|
| CRD # | 134875 |
| SEC # | 801-68593 |
| CIK # | 0001891201 |
| AUM | $342.1 MM (2024-03-22) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 410-604-2741 |
| Address | 7 Chester Plaza Chester, MD 21619 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 26.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 22.5 |
| (b) Individuals (high net worth individuals) | 79 | 317.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 573 | 342.1 |
| By Discretionary | ||
| Discretionary | 545 | 319.9 |
| Non-Discretionary | 28 | 22.2 |
| Total | 573 | 342.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 339.9 | |
| Total | 573 | 342.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001891201] |
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|---|---|---|
|
Brown Lisle/Cummings Inc
✚
|
RI | 0.3 |
|
Fountainhead Financial LLC
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IL | 0.3 |
|
Georgina Asset Management LLC
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Hazard & Siegel Advisory Services LLC
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|
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|
CA | 0.3 |
|
Aegis Financial Corporation
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|
VA | 0.3 |
|
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NY | 0.3 |
|
Alpha Omega Group Inc
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|
VA | 0.3 |