MARYLAND CAPITAL ADVISORS, INC.
Adviser information for MARYLAND CAPITAL ADVISORS, INC. last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 545 | $319.9M |
| Non-Discretionary | 28 | $22.2M |
| Total | 573 | $342.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 67 | $22.5M |
| HNW Individuals | 79 | $317.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
7 CHESTER PLAZACHESTER
MD
United States
Monday - Friday, BY APPOINTMENT
Tel: 410-604-2741, Fax: None
Chief Compliance Officer
MICHAEL DAMAS
PRESIDENT
7 CHESTER PLAZA
CHESTER
MD
United States
Tel:
410-604-2741
M***@**************M
(Full email address available in API data)
Regulatory Contact
JOHN CARR
ATTORNEY
6650 SW REDWOOD LANE
SUITE 220
PORTLAND
OR
United States
Tel:
503-635-5244
Fax:
503-635-2955
J****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DAMAS, MICHAEL, JOHN | Individual | – | OWNER, CHIEF COMPLIANCE OFFICER | 10/2005 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 12K | 114 | – |
| ABBOTT LABS | COM | 5K | 49 | – |
| ABBVIE INC | COM | 51K | 300 | – |
| ADAMS DIVERSIFIED EQUITY FD | COM | 4K | 175 | – |
| ALCOA CORP | COM | 478 | 12 | – |
| ALCON AG | ORD SHS | 6K | 66 | – |
| ALPHABET INC | CAP STK CL C | 37K | 200 | – |
| ALTRIA GROUP INC | COM | 27K | 583 | – |
| AMAZON COM INC | COM | 20K | 103 | – |
| AMGEN INC | COM | 217K | 696 | – |
| APPLE INC | COM | 26M | 125K | – |
| ARCHER DANIELS MIDLAND CO | COM | 3K | 50 | – |
| ARES CAPITAL CORP | COM | 28K | 1K | – |
| ASTRAZENECA PLC | SPONSORED ADR | 7K | 84 | – |
| AT&T INC | COM | 46K | 2K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 298K | 1K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 403K | 990 | – |
| BLACKROCK ENHANCED GLOBAL DI | COM | 13K | 1K | – |
| BLACKROCK INC | COM | 157K | 200 | – |
| BROADCOM INC | COM | 313K | 195 | – |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 2K | 46 | – |
| BROOKFIELD CORP | CL A LTD VT SH | 8K | 184 | – |
| BROOKFIELD REINS LTD | CL A EXCH LT VTG | 42 | 1 | – |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 104K | 6K | – |
| CBRE GBL REAL ESTATE INC FD | COM | 19K | 4K | – |
| CHARTER COMMUNICATIONS INC N | CL A | 1K | 4 | – |
| CHEVRON CORP NEW | COM | 603K | 4K | – |
| CISCO SYS INC | COM | 46K | 966 | – |
| CLEARSIGN TECHNOLOGIES CORP | COM | 418 | 500 | – |
| COCA COLA CO | COM | 64K | 1K | – |
| COHEN & STEERS LTD DURATION | COM | 17K | 835 | – |
| COHEN & STEERS QUALITY INCOM | COM | 24K | 2K | – |
| COMCAST CORP NEW | CL A | 17K | 426 | – |
| COMSTOCK INC | COM NEW | 164 | 1K | – |
| CONOCOPHILLIPS | COM | 11K | 92 | – |
| CONSOLIDATED EDISON INC | COM | 21K | 234 | – |
| CORNING INC | COM | 4K | 95 | – |
| CVS HEALTH CORP | COM | 20K | 333 | – |
| DANAHER CORPORATION | COM | 21K | 85 | – |
| DIAMOND OFFSHORE DRILLING IN | COM | 33K | 2K | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 144K | 5K | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 16K | 615 | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 3M | 92K | – |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 313K | 12K | – |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 5M | 131K | – |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 4M | 130K | – |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 100K | 4K | – |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 49K | 2K | – |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 842K | 34K | – |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 1M | 53K | – |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 9M | 184K | – |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 3M | 55K | – |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 7M | 191K | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 82K | 3K | – |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2M | 38K | – |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 705K | 22K | – |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 2M | 69K | – |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 264K | 7K | – |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 3M | 119K | – |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 1M | 21K | – |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 2M | 33K | – |
| DISNEY WALT CO | COM | 121K | 1K | – |
| EATON VANCE TAX-MANAGED DIVE | COM | 32K | 2K | – |
| EATON VANCE TAX-MANAGED GLOB | COM | 3K | 338 | – |
| EATON VANCE TX ADV GLBL DIV | COM | 80K | 4K | – |
| EVERBRIDGE INC | COM | 133K | 4K | – |
| EXXON MOBIL CORP | COM | 313K | 3K | – |
| FIRST TR ENHANCED EQUITY INC | COM | 131K | 7K | – |
| FIRST TR EXCHANGE-TRADED FD | BUYWRIT INCM ETF | 11K | 509 | – |
| FIRST TR HIGH INCOME LONG / | COM | 8K | 636 | – |
| FIRST TR INTER DURATN PFD & | COM | 18K | 1K | – |
| FORD MTR CO DEL | COM | 1K | 90 | – |
| FREEPORT-MCMORAN INC | CL B | 24K | 500 | – |
| GANNETT CO INC | COM | 3K | 613 | – |
| GE AEROSPACE | COM NEW | 77K | 487 | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 13K | 162 | – |
| GE VERNOVA INC | COM | 21K | 121 | – |
| GENERAL DYNAMICS CORP | COM | 23K | 80 | – |
| GENERAL MLS INC | COM | 70K | 1K | – |
| GENUINE PARTS CO | COM | 97K | 700 | – |
| GLADSTONE LD CORP | COM | 6K | 429 | – |
| GLOBAL X FDS | NASDAQ 100 COVER | 18K | 1K | – |
| GOLDMAN SACHS GROUP INC | COM | 109K | 240 | – |
| HANCOCK JOHN PFD INCOME FD I | COM | 6K | 383 | – |
| HEWLETT PACKARD ENTERPRISE C | COM | 403 | 19 | – |
| HOME DEPOT INC | COM | 158K | 460 | – |
| HOWMET AEROSPACE INC | COM | 4K | 54 | – |
| HP INC | COM | 701 | 20 | – |
| ICON PLC | SHS | 16K | 50 | – |
| ILLINOIS TOOL WKS INC | COM | 213K | 900 | – |
| INTEL CORP | COM | 77K | 3K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 78K | 450 | – |
| INTUITIVE SURGICAL INC | COM NEW | 44K | 100 | – |
| ISHARES INC | CORE MSCI EMKT | 754K | 14K | – |
| ISHARES INC | EM MKT SM-CP ETF | 98K | 2K | – |
| ISHARES INC | MSCI EMRG CHN | 2M | 40K | – |
| ISHARES TR | 0-3 MNTH TREASRY | 36K | 359 | – |
| ISHARES TR | 10+ YR INVST GRD | 174K | 3K | – |
| ISHARES TR | 20 YR TR BD ETF | 163K | 2K | – |
| ISHARES TR | BLACKROCK ULTRA | 618K | 12K | – |
| ISHARES TR | CORE 1 5 YR USD | 555K | 12K | – |
| ISHARES TR | CORE MSCI EAFE | 403K | 6K | – |
| ISHARES TR | CORE S&P SCP ETF | 212K | 2K | – |
| ISHARES TR | CORE S&P US VLU | 1M | 13K | – |
| ISHARES TR | CORE S&P500 ETF | 6K | 11 | – |
| ISHARES TR | CRE U S REIT ETF | 111K | 2K | – |
| ISHARES TR | EAFE SML CP ETF | 70K | 1K | – |
| ISHARES TR | EAFE VALUE ETF | 4M | 84K | – |
| ISHARES TR | IBONDS 27 ETF | 94K | 4K | – |
| ISHARES TR | IBONDS DEC2026 | 448K | 19K | – |
| ISHARES TR | IBONDS DEC24 ETF | 59K | 2K | – |
| ISHARES TR | IBONDS DEC25 ETF | 176K | 7K | – |
| ISHARES TR | INTL DEV RE ETF | 740K | 37K | – |
| ISHARES TR | ISHS 1-5YR INVS | 23M | 440K | – |
| ISHARES TR | MSCI ACWI ETF | 239K | 2K | – |
| ISHARES TR | MSCI EAFE ETF | 174K | 2K | – |
| ISHARES TR | MSCI EMG MKT ETF | 349K | 8K | – |
| ISHARES TR | MSCI IRELAND ETF | 13K | 200 | – |
| ISHARES TR | PFD AND INCM SEC | 159K | 5K | – |
| ISHARES TR | RUS 1000 ETF | 78K | 261 | – |
| ISHARES TR | RUS 1000 GRW ETF | 2M | 7K | – |
| ISHARES TR | RUS 1000 VAL ETF | 2M | 9K | – |
| ISHARES TR | RUS 2000 GRW ETF | 2K | 9 | – |
| ISHARES TR | RUS 2000 VAL ETF | 3K | 17 | – |
| ISHARES TR | RUS MD CP GR ETF | 514K | 5K | – |
| ISHARES TR | RUS MDCP VAL ETF | 245K | 2K | – |
| ISHARES TR | SELECT DIVID ETF | 36K | 300 | – |
| ISHARES TR | SHRT NAT MUN ETF | 1M | 13K | – |
| ISHARES TR | U.S. REAL ES ETF | 51K | 580 | – |
| ISHARES TR | U.S. TECH ETF | 1M | 7K | – |
| ISHARES TR | US INDUSTRIALS | 119K | 1K | – |
| JOHNSON & JOHNSON | COM | 213K | 1K | – |
| JPMORGAN CHASE & CO. | COM | 137K | 678 | – |
| KIMBERLY-CLARK CORP | COM | 55K | 400 | – |
| KYNDRYL HLDGS INC | COMMON STOCK | 2K | 90 | – |
| L3HARRIS TECHNOLOGIES INC | COM | 9K | 38 | – |
| LIBERTY GLOBAL LTD | COM CL A | 367 | 21 | – |
| LIBERTY GLOBAL LTD | COM CL C | 1K | 63 | – |
| LIBERTY LATIN AMERICA LTD | COM CL A | 29 | 3 | – |
| LIBERTY LATIN AMERICA LTD | COM CL C | 97 | 10 | – |
| LOCKHEED MARTIN CORP | COM | 6K | 13 | – |
| LUNA INNOVATIONS INC | COM | 5K | 1K | – |
| MARATHON PETE CORP | COM | 9K | 50 | – |
| MARKEL GROUP INC | COM | 50K | 32 | – |
| MARVELL TECHNOLOGY INC | COM | 41K | 584 | – |
| MASTERCARD INCORPORATED | CL A | 37K | 85 | – |
| MCCORMICK & CO INC | COM NON VTG | 409K | 6K | – |
| MERCK & CO INC | COM | 349K | 3K | – |
| MESA AIR GROUP INC | COM NEW | 855 | 500 | – |
| META PLATFORMS INC | CL A | 87K | 172 | – |
| MICROSOFT CORP | COM | 353K | 789 | – |
| MIND C T I LTD | ORD | 2K | 1K | – |
| MONDELEZ INTL INC | CL A | 58K | 891 | – |
| MORGAN STANLEY | COM NEW | 29K | 300 | – |
| NETFLIX INC | COM | 44K | 65 | – |
| NEW YORK TIMES CO | CL A | 5K | 100 | – |
| NIKE INC | CL B | 60K | 800 | – |
| NORFOLK SOUTHN CORP | COM | 172K | 800 | – |
| NORTHROP GRUMMAN CORP | COM | 45K | 104 | – |
| NOVARTIS AG | SPONSORED ADR | 5K | 44 | – |
| NUVEEN S&P 500 BUY-WRITE INC | COM | 24K | 2K | – |
| OCCIDENTAL PETE CORP | *W EXP 08/03/202 | 1K | 25 | – |
| OCCIDENTAL PETE CORP | COM | 13K | 200 | – |
| ORGANON & CO | COMMON STOCK | 5K | 250 | – |
| PEPSICO INC | COM | 16K | 100 | – |
| PHILIP MORRIS INTL INC | COM | 24K | 239 | – |
| PHILLIPS 66 | COM | 6K | 42 | – |
| PHX MINERALS INC | CL A | 2K | 500 | – |
| PIONEER MUNICIPAL HIGH INCOM | COM | 7K | 800 | – |
| PLUG POWER INC | COM NEW | 194 | 83 | – |
| PROCTER AND GAMBLE CO | COM | 302K | 2K | – |
| QUALCOMM INC | COM | 40K | 201 | – |
| RAMBUS INC DEL | COM | 34K | 575 | – |
| REDFIN CORP | COM | 601 | 100 | – |
| REGENERON PHARMACEUTICALS | COM | 137K | 130 | – |
| ROCKWELL AUTOMATION INC | COM | 6K | 20 | – |
| ROYAL BK CDA | COM | 3K | 25 | – |
| SCHLUMBERGER LTD | COM STK | 35K | 750 | – |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 585 | 22 | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 5K | 134 | – |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 35K | 972 | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 24K | 387 | – |
| SCHWAB STRATEGIC TR | US REIT ETF | 240 | 12 | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 15K | 326 | – |
| SCIENCE APPLICATIONS INTL CO | COM | 2K | 14 | – |
| SELECT SECTOR SPDR TR | ENERGY | 50K | 544 | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 69K | 900 | – |
| SPDR INDEX SHS FDS | DJ INTL RL ETF | 680K | 28K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 4K | 117 | – |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 2K | 45 | – |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | 570K | 16K | – |
| SPDR INDEX SHS FDS | S&P EMKTSC ETF | 1M | 19K | – |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | 8K | 255 | – |
| SPDR S&P 500 ETF TR | TR UNIT | 408K | 750 | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 265K | 495 | – |
| SPDR SER TR | PORTFOLI S&P1500 | 19K | 293 | – |
| SPDR SER TR | S&P 600 SMCP VAL | 2K | 20 | – |
| TARGA RES CORP | COM | 117K | 911 | – |
| TESLA INC | COM | 44K | 223 | – |
| TEXAS INSTRS INC | COM | 122K | 625 | – |
| TRANE TECHNOLOGIES PLC | SHS | 26K | 80 | – |
| TRUIST FINL CORP | COM | 14K | 372 | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 91K | 1K | – |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 28K | 582 | – |
| VANGUARD INDEX FDS | GROWTH ETF | 159K | 425 | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 7K | 30 | – |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 44K | 295 | – |
| VANGUARD INDEX FDS | MID CAP ETF | 77K | 316 | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 2M | 27K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 6K | 11 | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 2M | 13K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 2M | 8K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 11M | 41K | – |
| VANGUARD INDEX FDS | VALUE ETF | 10M | 60K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 364K | 8K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 332K | 3K | – |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 3M | 64K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 146K | 1K | – |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 2M | 50K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 24K | 470 | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 22K | 384 | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 23M | 297K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 38K | 410 | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 27K | 350 | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 315K | 2K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 4K | 60 | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2M | 50K | – |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 1M | 15K | – |
| VANGUARD WORLD FD | CONSUM STP ETF | 6K | 28 | – |
| VANGUARD WORLD FD | FINANCIALS ETF | 28K | 281 | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 31K | 115 | – |
| VANGUARD WORLD FD | INF TECH ETF | 148K | 256 | – |
| VANGUARD WORLD FD | MEGA GRWTH IND | 493K | 2K | – |
| VERALTO CORP | COM SHS | 3K | 28 | – |
| VERIZON COMMUNICATIONS INC | COM | 5K | 113 | – |
| VIRTUS STONE HBR EMRG MKTS I | COM | 3K | 500 | – |
| VISA INC | COM CL A | 109K | 415 | – |
| VIVAKOR INC | COM NEW | 50K | 25K | – |
| VOYA ASIA PAC HIGH DIV EQT I | COM | 3K | 520 | – |
| VOYA EMERGING MKTS HIGH DIVI | COM | 8K | 2K | – |
| VOYA GLBL EQTY DIV & PREM OP | COM | 5K | 925 | – |
| WABTEC | COM | 159 | 1 | – |
| WALMART INC | COM | 326K | 5K | – |
| WARNER BROS DISCOVERY INC | COM SER A | 2K | 219 | – |
| WASTE MGMT INC DEL | COM | 17K | 80 | – |
| WEC ENERGY GROUP INC | COM | 33K | 418 | – |
| WEYERHAEUSER CO MTN BE | COM NEW | 28K | 979 | – |
| XYLEM INC | COM | 20K | 150 | – |
| ZIMMER BIOMET HOLDINGS INC | COM | 4K | 40 | – |
| ZIMVIE INC | COM | 73 | 4 | – |