Bank / Wealth / TrustRIA · CRD 113543SEC-Registered

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Tufton Capital Management

Tufton Capital Management is a wealth management firm that has joined Mercer Advisors. Its primary purpose is to help preserve, protect, and grow clients’...

Tufton Capital Management logo

Tufton Capital Management

Tufton Capital Management is a wealth management firm that has joined Mercer Advisors. Its primary purpose is to help preserve, protect, and grow clients’ wealth so future generations can prosper. The firm offers comprehensive wealth management through a family office structure, bringing together financial planning, investment management, tax, estate, and insurance. It operated as an independent RIA since 1995 before partnering with Mercer Advisors.

General information

Firm type

Bank / Wealth / Trust

Year founded

1985

Location

Region

North America

Country

United States

City

Hunt Valley

Corporate office

Hunt Valley, MD, United States

Principals

John C. P. Gooch

Founder & Chairman

Frequently asked questions

Who runs investment decisions at Tufton Capital Management?

John C. P. Gooch, the founder and chairman, leads the investment process. He established the firm in 1985 and has maintained a stable, committee-based approach to decision-making. The firm operates with a lean team structure characteristic of concentrated-equity boutiques.

How does Tufton structure client accounts?

Tufton manages separate accounts on behalf of high-net-worth individuals, families, trusts, and institutions. Unlike many wealth managers that have shifted to mutual funds or model portfolios, Tufton preserves the direct ownership and tax flexibility of individually managed accounts.

What types of clients does Tufton serve?

The firm serves private clients — high-net-worth individuals and families — alongside trusts and institutional accounts. Tufton's Hunt Valley location reflects a deliberate choice to serve a client base that values concentrated, independent thinking over access to a financial-district headquarters.

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