Court Place Advisors, LLC
Court Place Advisors, LLC is a fee-only investment advisory firm headquartered in Ellicott City, Maryland. Founded in 1998 by John Santry and Robert Wieder, the firm provides investment management, financial planning, and tax planning services for individuals – both high-net-worth and others – as well as charitable organizations. Court Place Advisors operates as fiduciaries, avoiding product sales and compensation conflicts, and currently employs about 6 staff. The firm's client base is primarily US individuals, with some charitable entities, and emphasizes integration of asset management, tax, and estate planning needs.
Investment Strategy
Court Place Advisors provides long-term investment strategies tailored to individual client needs, focusing primarily on individual stock and bond investments. Operating on a fee-only basis as fiduciaries, the firm avoids investment product bias and sales pressure, crafting holistic, personalized portfolios based on each client’s financial goals and circumstances. Their approach integrates professional asset management with tax and estate planning advice, emphasizing trust, ethics, and transparency while seeking to optimize tax efficiency and financial stability over generations.
Top Holdings
Equity Positions (145)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.79% | $28.0M | 56,216 | $51.68 | $497.41 | +$6.7M |
U URI | UNITED RENTALS INC | 6.47% | $20.6M | 27,298 | $142.99 | $753.40 | +$3.1M |
A ADP | AUTOMATIC DATA PROCESSING | 6.06% | $19.3M | 62,495 | $85.47 | $308.40 | -$460.9K |
B BRK-B | BERKSHIRE HATHAWAY B | 4.95% | $15.7M | 32,402 | $140.90 | $485.77 | -$1.6M |
J JKHY | JACK HENRY & ASSOC INC | 3.79% | $12.1M | 66,885 | $68.75 | $180.17 | -$688.3K |