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Advisor

Georgi Ivanov

Maple Capital Management · Montpelier, Vermont

Georgi Ivanov is a fee-only financial advisor at Maple Capital Management in Montpelier, Vermont, who holds the CFA credential. Maple Capital Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFA

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Facts

FirmMaple Capital Management
Based in Montpelier, Vermont
Fee model (firm's Form ADV)Percentage of assets
Assets under management$2.58B across 3,579 accounts
CredentialsCFA
SEC registration Investment adviser representative in GA · CRD 8341906
Firm size27 employees
Disclosures None reported
Websitewww.maplecapital.com

How Georgi's firm compares

  • Maple Capital Management's average account is about $721,000, from its Form ADV (assets managed divided by 3,579 accounts).

What fee-only advisors charge

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Questions about Georgi

Is Georgi Ivanov a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Georgi 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 Georgi charge for financial advice?

Georgi's firm, Maple Capital Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Georgi Ivanov based?

Georgi Ivanov is based in Montpelier, Vermont.

What credentials does Georgi Ivanov hold?

Georgi Ivanov holds the CFA credential.

Is Georgi Ivanov registered with the SEC?

Yes. Georgi Ivanov is registered as an investment adviser representative in GA (CRD 8341906), 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 Georgi Ivanov?

Through Georgi'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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