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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-20-2004
- Office Locations
- 3
Office Locations
About Maple Capital Management, Inc.
Maple Capital Management is an independent investment manager (founded 2004) providing tailored portfolio management and investment solutions for families, institutions, and insurance companies nationwide. The team emphasizes a disciplined philosophy with strong risk control and hands-on client service, and publishes regular market commentary.
Reported data analysis
What the numbers show
Between March 31, 2025 and August 5, 2026, reported AUM increased 17.6%, from $2.2B to $2.6B.
Across 5 reported observations, AUM increased 61.8% between March 17, 2022 and August 5, 2026, from $1.6B to $2.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 27 advisory representatives and 1,599 clients, or 59.2 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 3 reported office locations and 22 years in operation. The source data was last updated on August 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Maple Capital Management, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Maple Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RAMSEY A LUHR
President
- CRD
- #4573053
- Ownership
- 50% but less than 75%
COURTRIGHT TEACHOUT BEARD
Operations Manager
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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David J Bosworth
Portfolio Manager
- CRD
- #7645071
FJOLLA BUZA-SOTAK
Assistant Portfolio Manager - Team Lead
- CRD
- #7174159
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,579,565,974 | $720,750 |
| Non-Discretionary | $0 | -- |
| Total | $2,579,565,974 | $720,750 |
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Separately Managed Accounts
SMA allocation detail is available
Maple Capital Management, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Maple Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.