Maple Capital Management, Inc.
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 1,597
- Avg AUM / client
- $1.6M
- Accounts
- 3,579
- Employees
- 27
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 909 | $471M | 18.3% |
| High net worth individuals | 654 | $1.9B | 73.8% |
| Charitable organizations | 11 | $55.6M | 2.16% |
| State or municipal government entities | 1 | $1.1M | 0.04% |
| Insurance companies | 4 | $30.4M | 1.18% |
| Corporations and other businesses | 18 | $119M | 4.61% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Evans General Contractors, Llc 401(k) Plan Evans General Contractors, Llc | 2024 |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ramsey A Luhr | President / Shareholder | Jun 2004 (22y) | 50% – 75% | |
| Elizabeth Sarah Hinchliffe Lewis | Portfolio Management Team Lead / Shareholder | CFA | Feb 2012 (14y) | Less than 5% |
| Killoran, Steven, Lawrence | Executive Vice President & Shareholder | Jan 2014 (13y) | 5% – 10% | |
| Roper, Hilary, Thompson | Research Analyst / Shareholder | Jan 2019 (8y) | 5% – 10% | |
| Beard, Courtright, Teachout | Operations Manager / Shareholder | Jan 2020 (7y) | 5% – 10% | |
| Thomas Wayne Rawlings | Chief Operating Officer / Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Debbie Lynne Montgomery | Registered representative | CFP | Aug 2016 (10y) | |
| Timothy James Wooster | Registered representative | Mar 2018 (8y) | ||
| Clayton Thomas Shiver | Registered representative | CFA | Mar 2020 (6y) | |
| Connor G Herbruck | Registered representative | Jul 2022 (4y) | ||
| David J Bosworth | Registered representative | Nov 2022 (4y) | ||
| Brody Jordan Hoffman | Registered representative | Dec 2022 (4y) | ||
| Miguel J Rivas | Registered representative | Mar 2025 (1y) | ||
| Richard John Litchfield | Registered representative | CFA | Nov 2025 (1y) | |
| Caitlyn Wilkin | Registered representative | Feb 2026 (0y) | ||
| Fjolla Buza Sotak | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Evans General Contractors, Llc 401(k) Plan | Evans General Contractors, Llc | 408 | $32.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 976 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.5B (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗