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Operations Manager / Shareholder · Maple Capital Management, Inc.

Courtright T. Beard

CRD 5738132 · Named on Form ADV at one SEC-registered adviser

At a glance

Maple Capital Management, Inc., an SEC-registered wealth manager based in Montpelier, VT with $2.6 billion in regulatory assets, lists Courtright T. Beard on its Form ADV as Operations Manager / Shareholder, a control person.

Firms and roles

AtlasMembers

Courtright’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ramsey A LuhrPresident / Shareholder, Maple Capital Management, Inc.
  • Elizabeth S. LewisPortfolio Management Team Lead / Shareholder, Maple Capital Management, Inc.
  • Hilary T. RoperResearch Analyst / Shareholder, Maple Capital Management, Inc.
  • Thomas W. RawlingsChief Operating Officer / Chief Compliance Officer, Maple Capital Management, Inc.
  • Richard J. LitchfieldSR. VP & Fixed Income Portfolio Manager, Maple Capital Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Courtright’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.