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MAPLE CAPITAL MANAGEMENT, INC.
CRD 130209 · SEC 801-62783
535 STONE CUTTERS WAY, MONTPELIER, VT, 05602, United States
Phone
802-229-2838
Fax
802-229-2837
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.58B
Discretionary AUM
$2.58B
Team
27 total employees; 27 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 909 | $471.1M |
| High net worth individuals | 654 | $1.90B |
| Charitable organizations | 11 | $55.6M |
| State/municipal entities | 1 | $1.1M |
| Insurance companies | 4 | $30.4M |
| Corporations/business entities | 18 | $118.8M |
States served
VT, AZ, CA, CO, DE, GA, IL, IN, IA, LA, ME, MD, MA, MI, MN, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WV, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD