MAPLE CAPITAL MANAGEMENT, INC.
Latest filing: Mar 31, 2025 (108 days ago)
AUM
$2,193,978,340
27% change vs. 1 year ago
38% change vs. 3 years ago
112% change vs. 5 years ago
253% change vs. 10 years ago
Employee Count
26
13% change vs. 1 year ago
18% change vs. 3 years ago
44% change vs. 5 years ago
117% change vs. 10 years ago
Main Office
MONTPELIER, VT
535 STONE CUTTERS WAY, MONTPELIER, VT, UNITED STATES, 5602
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.2 |
| Non-Discretionary | $0.0 |
| Total | $2.2 |
| Client | AUM |
|---|---|
| Retail | $2.0 |
| Pooled | $0.0 |
| Institutional | $0.2 |
| Total | $2.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 803 | $0.4 |
| Average Individual AUM | $528,865 | |
| HNW | 549 | $1.6 |
| Average HNW AUM | $2,880,939 | |
| Retail Total | 1,352 | $2.0 |
| Average Retail AUM | $1,483,961 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.2 |
| Retail SMA AUM | $2.0 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 61% | $1.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.1 |
| Municipal | 15% | $0.3 |
| Sovereign | 0% | $0.0 |
| IG Credit | 11% | $0.2 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 7% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $2.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
6 active
| Name | Title |
|---|---|
| LUHR, RAMSEY, A | PRESIDENT / SHAREHOLDER |
| KILLORAN, STEVEN, LAWRENCE | EXECUTIVE VICE PRESIDENT & SHAREHOLDER |
| LEWIS, ELIZABETH, SARAH HINCHLIFFE | PORTFOLIO MANAGEMENT TEAM LEAD / SHAREHOLDER |
| ROPER, HILARY, THOMPSON | RESEARCH ANALYST / SHAREHOLDER |
| BEARD, COURTRIGHT, TEACHOUT | OPERATIONS MANAGER / SHAREHOLDER |
| RAWLINGS, THOMAS, WAYNE | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
11 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| FJOLLA BUZA-SOTAK | MONTPELIER | VT | S65|2021-11-19 | ||||||
| ELIZABETH LEWIS | MONTPELIER | VT | S63|2004-02-18 | CHARTERED FINANCIAL ANALYST | |||||
| TIMOTHY WOOSTER | MONTPELIER | VT | S65|2018-03-02 | ||||||
| CLAYTON SHIVER | MONTPELIER | VT | S65|2010-08-16 | CHARTERED FINANCIAL ANALYST | |||||
| DAVID BOSWORTH | MONTPELIER | VT | S65|2022-11-02 | ||||||
| STEVEN KILLORAN | MONTPELIER | VT | S63|2006-08-17|S65|2012-02-17 | ||||||
| BRODY HOFFMAN | MONTPELIER | VT | S65|2022-12-03 | ||||||
| CONNOR HERBRUCK | MONTPELIER | VT | S65|2022-07-18 | ||||||
| RICHARD LITCHFIELD | MONTPELIER | VT | S63|2002-12-16 | CHARTERED FINANCIAL ANALYST | |||||
| DEBBIE MONTGOMERY | MONTPELIER | VT | S63|1989-01-18|S65|2005-06-21 | CERTIFIED FINANCIAL PLANNER | |||||
| RAMSEY LUHR | MONTPELIER | VT | S65|2001-10-02 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.2 | $0.0 | 0% | 26 | 0 | 0% |
| 2025-04-21 | $2.2 | $0.0 | 0% | 26 | 0 | 0% |
| 2024-04-02 | $1.7 | $0.5 | 27% | 23 | 3 | 13% |
| 2023-04-04 | $1.4 | $0.8 | 61% | 22 | 4 | 18% |
| 2022-04-01 | $1.6 | $0.6 | 38% | 22 | 4 | 18% |
| 2021-04-05 | $1.3 | $0.9 | 68% | 20 | 6 | 30% |
| 2020-04-01 | $1.0 | $1.2 | 112% | 18 | 8 | 44% |
| 2019-04-01 | $0.9 | $1.3 | 155% | 17 | 9 | 53% |
| 2018-04-02 | $0.9 | $1.3 | 155% | 17 | 9 | 53% |
| 2017-04-01 | $0.8 | $1.4 | 193% | 14 | 12 | 86% |
| 2016-04-01 | $0.6 | $1.6 | 243% | 15 | 11 | 73% |
| 2015-04-01 | $0.6 | $1.6 | 253% | 12 | 14 | 117% |
| 2014-04-01 | $0.5 | $1.6 | 303% | 13 | 13 | 100% |
| 2013-04-01 | $0.5 | $1.7 | 382% | 11 | 15 | 136% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| VT, AZ-12/13/2018, CA-01/09/2009, CO-06/23/2004, CT-06/23/2004, DE-03/28/2024, FL-01/08/2007, GA-06/23/2004, IA-12/01/2014, IL-03/20/2012, IN-06/22/2016, LA-12/13/2018, MA-06/23/2004, MD-03/27/2015, ME-06/23/2004, MN-03/30/2011, NC-01/05/2007, NH-02/05/2004, NJ-01/18/2007, NV-03/28/2024, NY-06/23/2004, OH-03/31/2017, OR-03/20/2012, PA-06/23/2004, RI-01/05/2007, SC-01/05/2007, TX-06/23/2004, UT-03/20/2012, VA-03/17/2005, VT-02/20/2004, WA-03/20/2012, WI-12/01/2014, WV-03/18/2013 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV