Mai Capital Management, LLC

Mai Capital Management, LLC (CRD# 109807) is a financial advisory firm headquartered in Cleveland, OH. They manage $3,819,607,888 in 3,150 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,820
    MILLION
  • Total Number of Accounts
    3,150
    ACCOUNTS
  • Average Account Value
    $1,212,574
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.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, ME, MI, MO, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WV

Financial Advisors at Mai Capital Management, LLC
Showing 1 - 10 of 27 top financial advisors.
1
Michael L. Beaulieu
CRD#: 3146149
814 A1a N, Suite 301, Ponte Vedra Beach, FL 32082
96
Wealthminder
score

Michael Beaulieu (CRD# 3146149) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 17 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.

2
Douglas J. Butler
CRD#: 1263314
1360 East 9th Street, Ste 1100, Cleveland, OH 44114
96
Wealthminder
score

Douglas Butler (CRD# 1263314) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 21 years of experience in the finance industry.

3
William J. Collins
CRD#: 2138910
15 New England Executive Park, Suite 2021, Burlington, MA 01803
96
Wealthminder
score

William Collins (CRD# 2138910) is an Investment Advisor Representative working at Mai Capital Management, LLC in Burlington, MA and has over 25 years of experience in the finance industry. William Collins 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
John M. Hudson
CRD#: 2166794
814 A1a N, Suite 301, Ponte Vedra Beach, FL 32082
96
Wealthminder
score

John Hudson (CRD# 2166794) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 7 years of experience in the finance industry. John Hudson 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
Jason E. Putman
CRD#: 4208105
1360 East 9th Street, Ste 1100, Cleveland, OH 44114
96
Wealthminder
score

Jason Putman (CRD# 4208105) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 15 years of experience in the finance industry.

6
John D. Zaller
CRD#: 5411819
1360 East 9th Street, Ste 1100, Cleveland, OH 44114
96
Wealthminder
score

John Zaller (CRD# 5411819) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 8 years of experience in the finance industry.

7
Richard J. Buoncore
CRD#: 1652210
1360 East 9th Street, Ste 1100, Cleveland, OH 44114
93
Wealthminder
score

Richard Buoncore (CRD# 1652210) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 23 years of experience in the finance industry.

8
Riley R. Rindo
CRD#: 5848271
814 A1a N, Suite 301, Ponte Vedra Beach, FL 32082
93
Wealthminder
score

Riley Rindo (CRD# 5848271) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 6 years of experience in the finance industry.

9
Scott D. Roulston
CRD#: 1821030
1360 East 9th Street, Ste 1100, Cleveland, OH 44114
93
Wealthminder
score

Scott Roulston (CRD# 1821030) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 23 years of experience in the finance industry.

10
Thomas W. Schrock
CRD#: 2799242
1360 East 9th Street, Ste 1100, Cleveland, OH 44114
93
Wealthminder
score

Thomas Schrock (CRD# 2799242) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 17 years of experience in the finance industry.

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