Mai Capital Management, LLC

Mai Capital Management, LLC (CRD# 109807) is a financial advisory firm headquartered in Cleveland, OH. They manage $14,386,109,187 in 16,698 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,386
    MILLION
  • Total Number of Accounts
    16,698
    ACCOUNTS
  • Average Account Value
    $861,547
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Mai Capital Management, LLC
Showing 1 - 10 of 95 top financial advisors.
1
Douglas M. Andrassy
CRD#: 2624855
1360 East 9th Street, Suite 1100, Cleveland, OH 44114

Douglas Andrassy (CRD# 2624855) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 26 years of experience in the finance industry. Douglas Andrassy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ryan D. Ashley
CRD#: 5779900
814 A1a N, Suite 301, Ponte Vedra Beach, FL 32082

Ryan Ashley (CRD# 5779900) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 11 years of experience in the finance industry. Ryan Ashley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gregory R. Badowski
CRD#: 5914135
1360 East 9th Street, Suite 1100, Cleveland, OH 44114

Gregory Badowski (CRD# 5914135) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Gregory Badowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael L. Beaulieu
CRD#: 3146149
814 A1a N, Suite 301, Ponte Vedra Beach, FL 32082

Michael Beaulieu (CRD# 3146149) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 23 years of experience in the finance industry. Michael Beaulieu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Richard S. Beebe
CRD#: 4547996
2390 Tamiami Trail N, Suite 108, Naples, FL 34103

Richard Beebe (CRD# 4547996) is an Investment Advisor Representative working at Mai Capital Management, LLC in Naples, FL and has over 19 years of experience in the finance industry.

6
Jason A. Bell
CRD#: 5164802
209 E 31st Street, New York, NY 10016

Jason Bell (CRD# 5164802) is an Investment Advisor Representative working at Mai Capital Management, LLC in New York, NY and has over 14 years of experience in the finance industry.

7
Michael C. Brennan
CRD#: 5383186
625 Eden Park Drive, Suite 310, Cincinnati, OH 45202

Michael Brennan (CRD# 5383186) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 14 years of experience in the finance industry. Michael Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
William C. Bruns
CRD#: 2880778
625 Eden Park Drive, Suite 310, Cincinnati, OH 45202

William Bruns (CRD# 2880778) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.

9
William R. Bruns
CRD#: 6400930
625 Eden Park Drive, Suite 310, Cincinnati, OH 45202

William Bruns (CRD# 6400930) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 7 years of experience in the finance industry. William Bruns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Richard J. Buoncore
CRD#: 1652210
1360 East 9th Street, Suite 1100, Cleveland, OH 44114

Richard Buoncore (CRD# 1652210) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 28 years of experience in the finance industry.

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