RIA Intel›Advisers›Maryland›AERIE CAPITAL MANAGEMENT LLC

AERIE CAPITAL MANAGEMENT LLC

Advisory

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$183K

across 154 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$26M

Non-Discretionary AUM$3M

Discretionary %90.7%

Total Clients85

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, NC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

85 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

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RDK STRATEGIES, LLC

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$28M

-99.0% 1Y

SILVERSTONE FINANCIAL LLC

$28M

PLEIN AIR CAPITAL ADVISERS, LLC

$29M

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