Maryland Financial Group, Inc.

Maryland Financial Group, Inc. is a registered investment adviser specializing in asset management services. Established in 2005 and based in Rockville, MD, the firm offers tailored investment advice on various assets, including mutual funds, ETFs, equities, and fixed income securities. Clients have the option to impose restrictions on investments. The firm operates on a discretionary basis, with assets held at LPL Financial as custodian. As of December 31, 2024, they managed approximately $880 million in client assets. The annual advisory fee is negotiable and based on a percentage of assets under management, ranging from 1.50% to 2.35%. Clients do not pay brokerage commissions but may incur transaction charges. The firm provides ongoing performance reports and offers various investment options, including alternative strategy mutual funds, closed-end funds, ETFs, ETNs, options, structured products, and more. Clients must maintain a minimum account value of $25,000. Maryland Financial Group does not have physical custody of client funds but may have constructive custody for fee deduction purposes. The firm's investment adviser representatives are fiduciaries and act in the best interest of clients. Clients retain the right to vote on securities and can contact the firm with any questions regarding their accounts.