ST. MICHAELS ASSET MANAGEMENT

ST. MICHAELS ASSET MANAGEMENT of ST. MICHAELS, MD is an SEC-registered investment adviser (CRD 121201). Regulatory assets under management: $3.8M.

Registration

• CRD: 121201
• Type: Registered investment adviser
• Location: 953 S. TALBOT STREET, ST. MICHAELS, MD, 21663
• Phone: 410-745-3550
• Latest filing: 2026-03-23
• Regulatory AUM: $3.8M
• Discretionary AUM: $3.7M
• Non-discretionary AUM: $77K
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121201 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search