Debbie Montgomery
Maple Capital Management · Marietta, Georgia
Debbie Montgomery is a fee-only financial advisor at Maple Capital Management in Marietta, Georgia, who holds the CFP credential. Maple Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Maple Capital Management |
|---|---|
| Based in | Marietta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.58B across 3,579 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, VT · CRD 1668162 |
| Exams passed | Series 63 (1989) · Series 65 (2005) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.maplecapital.com |
How Debbie'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 Debbie
Is Debbie Montgomery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Debbie 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 Debbie charge for financial advice?
Debbie's firm, Maple Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Debbie Montgomery based?
Debbie Montgomery is based in Marietta, Georgia.
What credentials does Debbie Montgomery hold?
Debbie Montgomery holds the CFP credential.
Is Debbie Montgomery registered with the SEC?
Yes. Debbie Montgomery is registered as an investment adviser representative in GA and VT (CRD 1668162), 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 Debbie Montgomery?
Through Debbie'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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