David Bosworth
Maple Capital Management · Montpelier, Vermont
David Bosworth is a fee-only financial advisor at Maple Capital Management in Montpelier, Vermont. Maple Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Maple Capital Management |
|---|---|
| Based in | Montpelier, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.58B across 3,579 accounts |
| SEC registration | Investment adviser representative in VT · CRD 7645071 |
| Exams passed | Series 65 (2022) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.maplecapital.com |
How David's firm compares
- Maple Capital Management's average account is about $721,000, from its Form ADV (assets managed divided by 3,579 accounts).
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Questions about David
Is David Bosworth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Maple Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Maple Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is David Bosworth based?
David Bosworth is based in Montpelier, Vermont.
Is David Bosworth registered with the SEC?
Yes. David Bosworth is registered as an investment adviser representative in VT (CRD 7645071), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Maple Capital Management manage?
Maple Capital Management reports $2.58B across 3,579 accounts in assets under management.
How do I contact David Bosworth?
Through David's website, www.maplecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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