Maryland Capital Management, LLC

Maryland Capital Management, LLC is a registered investment adviser founded in 1978, specializing in providing investment advice and portfolio management solutions to high net worth individuals, family groups, and institutions. The firm offers equity, fixed income, alternative, and balanced investment strategies tailored to client needs based on factors such as tax situation, income needs, time horizon, and risk tolerance. Clients have the option to impose restrictions on investing in certain securities. The firm's assets under management as of December 31, 2021, were $2,446,287,420 for discretionary accounts and $6,879,280 for non-discretionary accounts. Maryland Capital Management charges fees based on a percentage of assets under management, with equity, balanced, and alternative portfolio management services at 1.00% annually and fixed income services at 0.75% annually. The firm does not accept performance-based fees. Clients must have a minimum opening account balance of $500,000, which may be waived at the firm's discretion. Maryland Capital Management acts as a fiduciary and manages client assets on a discretionary basis, giving the firm full authority to supervise and direct investments without prior client consultation. The firm does not have any disciplinary information to report and does not engage in other financial industry activities or have affiliations with other organizations.