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Credo Capital Management, LLC (Baltimore)


Credo Capital Management, LLC is an adviser based in Baltimore. It manages $5.23 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Maryland.

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Credo Capital Management provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Credo Capital Management: assets under management

The assets under management (AUM) of Credo Capital Management, LLC is $5.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.05 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Credo Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Charles Cahn Baum Owner 1 Jan 1990 75% - 100% 1509511
Inc Ariel Capital Management Holdings Owner 1 Feb 2004 50% - 75% 36-3219058
Brown Advisory Indirect owner 1 Nov 2007 50% - 75% 26-1354201
John Alexander Luetkemeyer Indirect owner 1 Nov 2007 25% - 50% 4391882
Truman T Semans Indirect owner 1 Nov 2007 25% - 50% 1029923
Truman Thomas Semans Indirect owner 1 Nov 2007 25% - 50% 1029923

Based in Baltimore

The principal office where Credo Capital Management, LLC performs its advisory services is located at 225 E. Redwood Street, Baltimore, MD 21202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-244-6200 or by fax 410-244-6444. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.credocm.com.


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