MARYLAND CAPITAL ADVISORS, INC.
SEC RegisteredDISCIPLINE • BALANCE • PERSPECTIVE
About the firm
Maryland Capital Advisors (MCA) is an independent, SEC-registered investment advisor that provides portfolio management and wealth planning services to select clients. MCA has operated as a registered investment advisor since September 2005. The firm designs and implements customized investment plans managed with an eye toward tax efficiency, coordinating with clients' legal and tax advisors to integrate investment management into their overall financial planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management and wealth planning services, including designing and implementing customized investment plans managed with an eye toward tax efficiency, coordinating with clients' legal and tax advisors, and assisting with other aspects of clients' financial lives by working with trusted advisors and recommending solution providers as appropriate.
Who they serve
High-net-worth individuals, families, family offices, trusts, and company retirement plans
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 83 | $31M |
| High Net Worth Individuals | 107 | $457M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1 Million | 1.00% |
| Next $1 Million | 0.85% |
| Next $1 Million | 0.70% |
| Next $1 Million | 0.55% |
| Next $1 Million | 0.40% |
| Next $1 Million | 0.30% |
| Next $1 Million | 0.30% |
| Next $1 Million | 0.30% |
| Next $1 Million | 0.30% |
| Next $1 Million | 0.30% |
| Next $1 Million | 0.20% |
| Next $1 Million | 0.20% |
| Next $1 Million | 0.20% |
| Next $1 Million | 0.20% |
| Next $1 Million | 0.20% |
| Over $15 Million | 0.00% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARYLAND CAPITAL ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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