TUFTON CAPITAL MANAGEMENT, LLC

CRD 113543File 801-50228

APPROVED

Retail clients

Filing as of Apr 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$463.8M

Above cohort median (national)

Discretionary AUM

$463.8M

Clients

248

423 accounts

Employees

Below cohort median in MD

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Oct 10, 1995
Principal office: 303 INTERNATIONAL CIRCLE, SUITE 430, HUNT VALLEY, MD, 21030
Phone: 410-400-8500
Website: HTTPS://LINKEDIN.COM/COMPANY/TUFTON-CAPITAL-MANAGMENT

Assets & accounts

ADV Item 5F

Total regulatory AUM: $463.8M
Discretionary AUM: $463.8M
Non-discretionary AUM: $0
Discretionary accounts: 423
Non-discretionary accounts: 0
Total accounts: 423
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$20.2M
Charitable organizations	Fewer than 5	$11.5M
High net worth individuals	170	$407.1M
Pension and profit sharing plans	Fewer than 5	$0
Individuals (other than high net worth individuals)	78	$25.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Publications
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.