MAXWELL FAMILY OFFICE, LLC

MAXWELL FAMILY OFFICE, LLC is an SEC-registered investment adviser (CRD 326584). Regulatory assets under management: $30.0M.

Registration

• CRD: 326584
• Type: Registered investment adviser
• Phone: 410-739-0244
• Latest filing: 2026-03-24
• Regulatory AUM: $30.0M
• Discretionary AUM: $22.9M
• Non-discretionary AUM: $7.2M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Fixed, Other.

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 326584 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search