HUNT VALLEY, MDCRD 113543Latest ADV April 13, 2026
Tufton Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated April 13, 2026, reports $464M in regulatory assets under management, 9 employees, and 423 accounts.
Assets Under Management
$464M
Employees
9
Offices
--
Total Clients
248
Primary office
HUNT VALLEY, MD
303 INTERNATIONAL CIRCLE, SUITE 430, HUNT VALLEY, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.5% of total clients.
Top client categories% of clientsClients
1
HNWI
68.5%
170
2
Individuals
31.5%
78
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$464Mas of April 13, 2026
Discretionary100.0%
$464M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$464M
Total Accounts423
10Y AUM Change$-230M (-33.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee28:1
10Y Employee Change-3 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.