M
CRD: 326584
Maxwell Family Office, LLC
Rock Hall, MD
4107390244
$30.0M Total AUM
$22.9M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-03-2023
- Office Locations
- 1
Office Locations
-- Rock Hall MD
About Maxwell Family Office, LLC
Maxwell Family Office, LLC is a Rock Hall-based RIA. The firm has been operating for 2 years. Managing $30.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$30.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Fusion Value Momentum
Investment Vehicles
Vertex Timber
Services
Fusion glacier Pathway Matrix Alpha summit Wave catalyst
Owner & Executives
W
WILLIAM CHRISTOPHER MAXWELL
Chief Compliance Officer, Chief Executive Officer
- CRD
- #878067
- Ownership
- 75% or more
(958) 559-8479
focus.north@ridgecapital.com
in linkedin.com/in/frontier-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,852,344 | -- |
| Non-Discretionary | $7,178,474 | -- |
| Total | $30,030,818 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,030,818
Equity - Exchange:
25.2% Public Funds:
7.7% Cash:
28.3% Corporate - Investment Grade:
18.9% Municipal Bonds:
19.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,901,011,784 | 25.2% |
| Public Funds | $580,864,712 | 7.7% |
| Cash | $2,134,866,408 | 28.3% |
| Corporate - Investment Grade | $1,425,758,838 | 18.9% |
| Municipal Bonds | $1,501,195,812 | 19.9% |
| Total | $7,543,697,554 | 100.0% |