Mai Capital Management, LLC

Mai Capital Management, LLC (CRD# 109807) is a financial advisory firm headquartered in Cleveland, OH. They manage $19,711,015,200 in 26,826 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    19,711
    MILLION
  • Total Number of Accounts
    26,826
    ACCOUNTS
  • Average Account Value
    $734,773
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mai Capital Management, LLC
Showing 1 - 10 of 117 top financial advisors.
1
Matthew L. Adams
CRD#: 5598677
917 Mendocino Ave, Santa Rosa, CA 95401

Matthew Adams (CRD# 5598677) is an Investment Advisor Representative working at Mai Capital Management, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry.

2
Douglas M. Andrassy
CRD#: 2624855
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Douglas Andrassy (CRD# 2624855) 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.

3
Ryan D. Ashley
CRD#: 5779900
820 Highway A1a N, Suite E4, 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 13 years of experience in the finance industry.

4
Gregory R. Badowski
CRD#: 5914135
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

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.

5
Michael L. Beaulieu
CRD#: 3146149
820 Highway A1a N, Suite E4, 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 25 years of experience in the finance industry.

6
Richard S. Beebe
CRD#: 4547996
5551 Ridgewood Drive, Suite 300, Naples, FL 34108

Richard Beebe (CRD# 4547996) is an Investment Advisor Representative working at Mai Capital Management, LLC in Naples, FL and has over 21 years of experience in the finance industry.

7
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 16 years of experience in the finance industry.

8
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 16 years of experience in the finance industry.

9
Don G. Brosz
CRD#: 714001
9435 Waterstone Blvd., Suite 120, Cincinnati, OH 45249

Don Brosz (CRD# 714001) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 43 years of experience in the finance industry.

10
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 26 years of experience in the finance industry.

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