Wealth manager, independent · Hunt Valley, MD
Tufton Capital Management, LLC
SEC-registered investment adviser · CRD 113543 · SEC 801-50228
At a glance
Tufton Capital Management, LLC is an SEC-registered investment adviser based in Hunt Valley, Maryland, with $464 million in regulatory assets under management as of its Form ADV filed April 13, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 248 individual clients. By Form ADV it is a wealth manager, ranked 3,077th of 8,915 wealth managers and 8,143rd of 17,210 SEC-registered advisers by assets.
Main office 410-400-8500tuftoncapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $464M
- Rank among wealth managers
- #3,077 of 8,915
- Rank among all SEC RIAs
- #8,143 of 17,210
- Rank in Maryland
- #113 of 227
- Individual clients
- 248
- High-net-worth clients
- 170
- Accounts
- 423
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Eric P. SchopfPartner
- John S. MurphyPartner
- Charles A. MeyerPresident / Chief Compliance Officer
Custody and brokerage
Custodian
Tufton Capital Management, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 170 | $407M | 88% |
| Individuals | 78 | $25M | 5% |
| Corporations or other businesses | – | $20M | 4% |
| Charitable organizations | – | $11M | 2% |
Disciplinary disclosures
Tufton Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗tuftoncapital.com ↗
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The full record on Tufton Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 5,641 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Tufton Capital Management, LLC manage?
Tufton Capital Management, LLC reports $464 million in regulatory assets under management across 423 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 13, 2026.
What kind of firm is Tufton Capital Management, LLC?
Tufton Capital Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Tufton Capital Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($407 million, 170 clients); individuals ($25 million, 78 clients); corporations or other businesses ($20 million).
Does Tufton Capital Management, LLC have any disciplinary history?
Tufton Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Tufton Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →