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MAPLE CAPITAL MANAGEMENT, INC.
CRD 130209File 801-62783
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.MAPLECAPITAL.COM
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 type | Clients | AUM |
|---|---|---|
| Other | 18 | $118.8M |
| Insurance companies | Fewer than 5 | $30.4M |
| Charitable organizations | 11 | $55.6M |
| High net worth individuals | 654 | $1.90B |
| State or municipal government entities | Fewer than 5 | $1.1M |
| Individuals (other than high net worth individuals) | 909 | $471.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 26 | 27 | increased by1 |
| Apr 1, 2026 | Clients | 1,384 | 1,597 | increased by213 |
| Apr 1, 2026 | AUM | $2,193,978,340 | $2,579,565,974 | increased by$385,587,634 |
| Apr 1, 2026 | Accounts | 3,069 | 3,579 | increased by510 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 26 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 979 | 1,384 | increased by405 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,594,168,766 | $2,193,978,340 | increased by$599,809,574 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,168 | 3,069 | increased by901 |
| Apr 1, 2022 | Employees | 20 | 22 | increased by2 |
| Apr 1, 2022 | Clients | 856 | 979 | increased by123 |
| Apr 1, 2022 | AUM | $1,305,799,879 | $1,594,168,766 | increased by$288,368,887 |
| Apr 1, 2022 | Accounts | 1,871 | 2,168 | increased by297 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MAPLE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAPLE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.