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MAPLE CAPITAL MANAGEMENT, INC.

CRD 130209File 801-62783
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.58B
Top 25% of cohort (national)
Discretionary AUM
$2.58B
Clients
1,597
3,579 accounts
Employees
27
Top 25% of cohort in VT

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
BRO
Registration date
Feb 20, 2004
Principal office
535 STONE CUTTERS WAY, MONTPELIER, VT, 05602
Phone
802-229-2838

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.58B
Discretionary AUM
$2.58B
Non-discretionary AUM
$0
Discretionary accounts
3,579
Non-discretionary accounts
0
Total accounts
3,579
AUM per client
$1.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other18$118.8M
Insurance companiesFewer than 5$30.4M
Charitable organizations11$55.6M
High net worth individuals654$1.90B
State or municipal government entitiesFewer than 5$1.1M
Individuals (other than high net worth individuals)909$471.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.