RIA Intel›Advisers›Maryland›COURT PLACE ADVISORS LLC

COURT PLACE ADVISORS LLC

Advisory

N·ELLICOTT CITY, MD

Data as of Sep 17, 2024 · Source: SEC Form ADV

Total AUM

$376M

1-Year AUM Growth

+8.9%

3-Year CAGR

-0.3%

Employees

4

Assets Under Management

Total AUM$376M

Discretionary AUM$374M

Non-Discretionary AUM$1M

Discretionary %99.6%

Total Clients284

Team

Total Employees4

Investment Advisers7

Employee Growth (1Y)-20.0%

Filing History

Total Filings on Record51

First FilingMar 16, 2001

Latest FilingSep 17, 2024

🔒 Full AUM trend chart and 51 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COURT PLACE ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.