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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-10-1995
- Office Locations
- 1
Office Locations
About Tufton Capital Management, LLC
Tufton Capital Management, now part of Mercer Advisors, provides fee-only wealth management using a value-oriented investment approach. The firm supports individuals and families with investment planning, financial and estate planning, trust services, and multigenerational wealth transfer, and serves institutions such as endowments, foundations, corporations, and pension plans, including 401(k) advisory. Mercer affiliation adds expanded tools and services.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES AVERY MEYER JR
Managing Partner, President
- CRD
- #2743959
- Ownership
- Less than 5%
JOHN SCOTT MURPHY
PARTNER
- CRD
- #4519730
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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BARBARA LASCUOLA RISHEL
Financial Advisor, General Partner
- CRD
- #4537813
RICKY SCOTT RUBIN
--
- CRD
- #3181611
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $463,781,747 | $1,096,411 |
| Non-Discretionary | $0 | -- |
| Total | $463,781,747 | $1,096,411 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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