$2.6B Total AUM
$2.6B Disc. AUM
-- 3Y CAGR
27 Employees
1,599 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- CatalystCatalyst +more
- Established Date
- 02-20-2004
- Office Locations
- 3
Office Locations
219 Roswell Street Suite 130 Alpharetta GA
533-D Johnson Ferry Road Suite 350 Marietta GA
535 Stone Cutters WAY Montpelier VT
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.
Team overview
53 AVG AGE
$95.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
6.9 yrs AVG TENURE
27 Employees
27 Advisory Reps
15 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Peak signal Meridian value Wave ember
Client Personas
Fusion catalyst
Custodian
Vital oak Legacy Catalyst zenith Timber quantum Vertex
Investment Themes
Glacier Ember horizon Meridian legacy Quantum vector Radial Beacon
Investment Vehicles
Oak vector Oak alpha
Services
Fusion Oak Vital Value summit Signal Ridge Signal
Technology
Eagle delta Matrix Pioneer Summit
Owner & Executives
RAMSEY A LUHR
President
- CRD
- #4573053
- Ownership
- 50% but less than 75%
(365) 318-5357
vector.fusion@fusioncapital.com
in linkedin.com/in/quantum-meridian
C
COURTRIGHT TEACHOUT BEARD
Operations Manager
- CRD
- --
- Ownership
- 5% but less than 10%
(205) 319-5691
zenith.element@foundationcapital.com
in linkedin.com/in/alpha-pioneer
D
Delta quantum
Horizon unison horizon
- CRD
- #75003
- Ownership
- 17.4%
(238) 852-4008
foundation.wave@elementcapital.com
in linkedin.com/in/glacier-vertex
Showing 2 of 5 owners & executives
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D
David J Bosworth
Portfolio Manager
- CRD
- #7645071
(673) 308-4719
fusion.fusion@matrixcapital.com
in linkedin.com/in/harbor-focus
Connor G Herbruck
Portfolio Manager
- CRD
- #7521645
(511) 743-3706
legacy.fusion@valuecapital.com
in linkedin.com/in/ridge-vector
P
Pioneer delta
Timber pioneer
- CRD
- #69535
(876) 572-4960
wave.harbor@horizoncapital.com
in linkedin.com/in/quantum-focus
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $2,579,565,974
Equity - Exchange:
10.2% Municipal Bonds:
13.8% Corporate - Investment Grade:
24.2% Public Funds:
20.2% Cash:
7.0% U.S. Government/Agency:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $571,088,663 | 10.2% |
| Municipal Bonds | $772,649,368 | 13.8% |
| Corporate - Investment Grade | $1,354,935,848 | 24.2% |
| Public Funds | $1,130,979,509 | 20.2% |
| Cash | $391,923,592 | 7.0% |
| U.S. Government/Agency | $1,377,331,481 | 24.6% |
| Total | $5,598,908,461 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN SUMMIT | INSIGHT SIGNAL | FT0BSCJBP | GRQQ | 5.85% | $2,080,807 |
| SIGNAL VECTOR | TIMBER MOMENTUM | 7VSA19WTE | NAJ | 6.82% | $105,244,092 |
| PRIME EAGLE FOCUS | EMBER QUANTUM | T8ZUOZAOH | QKGDV | 3.87% | $48,226,691 |
| WAVE SUMMIT RIDGE | PEAK CATALYST | G4S1WC5RD | HVM | 1.78% | $79,788,719 |
| RIDGE DELTA | ELEMENT NORTH | 22TXF799R | BCU | 1.73% | $90,564,971 |
| RIDGE MERIDIAN | LEGACY HARBOR | ARKL92Q8N | TKSS | 3.65% | $27,119,996 |
| INSIGHT HORIZON QUANTUM | CREST NORTH | 7QFF16EVE | WXASA | 9.88% | $94,407,957 |
| OAK INSIGHT | MATRIX EMBER | RPCBYK168 | UVKFR | 8.35% | $87,162,103 |