RIA Intel›Advisers›Maryland›PTC INTERNATIONAL PORTFOLIO MANAGEMENT, INC.

PTC INTERNATIONAL PORTFOLIO MANAGEMENT, INC.

Advisory

COLUMBIA, MD

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MD

#427

of 468 advisers by AUM

Average account

$336K

across 188 accounts

AUM per adviser

$21M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients188

Team

Total Employees6

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

188 clients

14 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MD

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

ORTMAN FINANCIAL GROUP, LLC

NORTH BETHESDA, MD

$63M

$63M

MILLER CAPITAL MANAGEMENT, INC.

$64M

GRIGG FINANCIAL, LLC

$64M

BLACKFIELD CAPITAL MANAGEMENT LLC

$62M

MFC PORTFOLIOS, INC

$61M

Get the full picture on PTC INTERNATIONAL PORTFOLIO MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PTC INTERNATIONAL PORTFOLIO MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans