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M.L. Hopkins & Co., LLC (Annapolis)


M.L. Hopkins & Co., LLC is a large advisory firm based in Annapolis. It manages $30 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Maryland, New Jersey, Texas, and Virginia.

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M.L. Hopkins & Co. provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

M.L. Hopkins & Co.: assets under management

The assets under management (AUM) of M.L. Hopkins & Co., LLC is $30 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.8 million in discretionary accounts and $1.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $587.76 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $600 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay M.L. Hopkins & Co., LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Annapolis

The principal office where M.L. Hopkins & Co., LLC performs its advisory services is located at 1731 River Road, Annapolis, MD 21409, which is also the mailing address of the firm. An additional office of the firm is in Mechanicsville, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-757-7980 or by fax 800-861-0030. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.mlhopkins.com.


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