← Tributary

MARYLAND FINANCIAL GROUP, INC.

· CRD 122320 · IAPD ↗ · tmg-llc.net · 301-251-8550

$880.3MRegulatory AUM
37Advisory reps
40Employees
2Clients
26-50Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2025 — MARYLAND FINANCIAL GROUP, INC. (location n/a) left the SEC roster (was $880.3M RAUM, 37 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
28
April 2025 — MARYLAND FINANCIAL GROUP, INC. changed its website from barnettwealthadvisors.com to tmg-llc.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
85
March 2024 — MARYLAND FINANCIAL GROUP, INC. crossed $1B in regulatory AUM ($976.0M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.