Wealth Manager
    SEC Registered
    Manages Private Funds

    Maple Capital Management, Inc.

    Registered investment advisor · Montpelier, Vermont · CRD #130209

    Assets Under Management
    $2.6B
    Client Accounts
    3,579
    Employees
    27
    CRD Number
    130209
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Maple Capital Management, Inc.

    Founded in 2004, Maple Capital Management is an SEC-registered investment advisory firm with offices in Montpelier, Vermont, and Atlanta, Georgia, dedicated to providing tailored investment solutions for families, institutions, and insurance companies nationwide.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Maple Capital Management, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Maple Capital Management, Inc.'s AUM?

    Maple Capital Management, Inc. reports approximately $2.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Maple Capital Management, Inc. headquartered?

    Maple Capital Management, Inc. is headquartered in Montpelier, Vermont.

    What is Maple Capital Management, Inc.'s CRD number?

    Maple Capital Management, Inc.'s CRD number is 130209. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Maple Capital Management, Inc. manage?

    Maple Capital Management, Inc. manages approximately 3,579 client accounts according to its latest SEC filing.

    Is Maple Capital Management, Inc. SEC registered?

    Yes, Maple Capital Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Vermont

    Nlg Capital LLC
    Montpelier, VT · $46.5B AUM
    Champlain Investment Partners, LLC
    Burlington, VT · $10.2B AUM
    Manchester Capital Management LLC
    Manchester, VT · $2.8B AUM
    Esi Financial Advisors
    Montpelier, VT · $2.8B AUM
    Pathway Financial Advisors, LLC
    South Burlington, VT · $1.6B AUM
    One Day in July LLC
    Burlington, VT · $1.4B AUM
    See all top RIA firms in Vermont →

    Research firms like Maple Capital Management, Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial