|
⚲
|
| Tufton Capital Management LLC
✚
|
|
|---|---|
| CRD # | 113543 |
| SEC # | 801-50228 |
| CIK # | 0001055963 |
| AUM | $463.8 M (2026-04-13) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 410-400-8500 |
| Address | 303 International Circle Hunt Valley, MD 21030 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 14.3 | ||
| Chevron Corp | 13.6 | ||
| United Technologies Corp /DE/ | 13.5 | ||
| Johnson & Johnson | 13.3 | ||
| Merck & Co Inc | 11.9 | ||
| AbbVie Inc | 11.8 | ||
| Lockheed Martin Corp | 11.1 | ||
| Bank of America Corp /DE/ | 11.0 | ||
| Ace Ltd | 10.9 | ||
| Automatic Data Processing Inc | 10.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 25.0 |
| (b) Individuals (high net worth individuals) | 170 | 407.1 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 11.5 |
| (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 | 20.2 |
| (n) Other | 0 | 0.0 |
| Total | 423 | 463.8 |
| By Discretionary | ||
| Discretionary | 423 | 463.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 423 | 463.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 463.8 | |
| Total | 423 | 463.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001055963] |
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|---|---|---|
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Kassouf Wealth Advisors LLC
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|
AL | 0.5 |
|
Sand Creek Capital LLC
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ID | 0.5 |
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Alliance Private Wealth LLC
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DEW Wealth Management LLC
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|
Harmony Asset Management LLC
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Jazz Wealth Managers Inc
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|
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|
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|
0.5 | |
|
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OR | 0.5 |