Data / Investment advisers / Maryland / Tufton Capital Management, LLC
Tufton Capital Management, LLC, Hunt Valley, MD: $464 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tufton Capital Management, LLC is an SEC registered investment adviser with its main office in Hunt Valley, Maryland and reports $464 million in regulatory assets under management in its Form ADV filed April 13, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 113543
- SEC file number
- 801-50228
- SEC status
- Approved, effective October 10, 1995
- Main office
- 303 International Circle Suite 430, Hunt Valley, MD 21030
- Phone
- (410) 400-8500
- Website
- tuftoncapital.com
- Regulatory AUM
- $463,781,747 in the Form ADV filed April 13, 2026
- Discretionary AUM
- $463,781,747
- Accounts
- 423
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 170 | $407.1 million |
| Individuals (other than high net worth individuals) | 78 | $25 million |
| Corporations or other businesses | Fewer than 5 | $20.2 million |
| Charitable organizations | Fewer than 5 | $11.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $463.8 million | March 27, 2026 |
| December 1, 2025 | $810.1 million | May 28, 2025 |
Other advisers in Hunt Valley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Financial Consulate | Hunt Valley | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Marathon Capital Management | Hunt Valley | $790.1 million | Not listed | adviserinfo.sec.gov |
| The Marshall Financial Group LLC | Hunt Valley | $735.6 million | Not listed | adviserinfo.sec.gov |
| VSM Wealth Advisory, LLC | Hunt Valley | $677.5 million | Not listed | adviserinfo.sec.gov |
| Perspective Wealth Management | Hunt Valley | $595 million | Not listed | adviserinfo.sec.gov |
| Bay Harbor Wealth Management, LLC | Hunt Valley | $412 million | Not listed | adviserinfo.sec.gov |
| Outcome Driven Strategies, LLC | Hunt Valley | $360.4 million | Not listed | adviserinfo.sec.gov |
| Independent Access Partners, LLC | Hunt Valley | $256.9 million | 18 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Hunt Valley, MD
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Tufton Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.