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MARYLAND CAPITAL ADVISORS, INC.

CRD 134875File 801-68593
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$490.8M
Above cohort median (national)
Discretionary AUM
$485.8M
Non-discretionary $4.9M
Clients
190
767 accounts
Employees
7
Above cohort median in MD

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
PLRO
Registration date
Dec 6, 2007
Principal office
7 CHESTER PLAZA, CHESTER, MD, 21619
Phone
410-604-2741

Assets & accounts

ADV Item 5F
Total regulatory AUM
$490.8M
Discretionary AUM
$485.8M
Non-discretionary AUM
$4.9M
Discretionary accounts
741
Non-discretionary accounts
26
Total accounts
767
AUM per client
$2.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals107$456.6M
Pension and profit sharing plansFewer than 5$3.2M
Individuals (other than high net worth individuals)83$30.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • 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
No
Firm Custody Clients
No
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

DateFieldFromToChange
Apr 1, 2026Clients175190increased by15
Apr 1, 2026AUM$428,562,226$490,763,859increased by$62,201,633
Apr 1, 2026Accounts712767increased by55
May 1, 2025
vs Oct 1, 2022
Employees57increased by2
May 1, 2025
vs Oct 1, 2022
Clients128175increased by47
May 1, 2025
vs Oct 1, 2022
AUM$310,028,393$428,562,226increased by$118,533,833
May 1, 2025
vs Oct 1, 2022
Accounts476712increased by236
Apr 1, 2022Clients120128increased by8
Apr 1, 2022AUM$273,164,868$310,028,393increased by$36,863,525
Apr 1, 2022Accounts455476increased by21
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MARYLAND CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARYLAND 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.