Maryland Financial Group, Inc.
CRD 122320SEC# 801-99348
No longer SEC-registered. Maryland Financial Group, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$880.3M
Employees
40
Accounts
2,454
Location
—
Maryland Financial Group, Inc. assets under management
Maryland Financial Group, Inc. is an SEC-registered investment adviser. It reports $880.3 million in regulatory assets under management and employs 40 people.
Maryland Financial Group, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Fernicola Cox Control | Chief Compliance Officer; Vp | Under 5% | 2005 |
| Christopher Lee Cox Control | President | Under 5% | 2005 |
| The Monitor Group, LLC Control | Owner | Over 75% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Maryland Financial Group, Inc. manage?
Maryland Financial Group, Inc. reports $880.3 million in regulatory assets under management on its Form ADV.
How many employees does Maryland Financial Group, Inc. have?
Maryland Financial Group, Inc. reports 40 employees.
Does Maryland Financial Group, Inc. disclose fund performance?
Maryland Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$880.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$880.3Mregulatory AUM
Discretionary $880.3M