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 101 - 110 of 119 top financial advisors.
101
Christopher C. Grisanti
CRD#: 4364281
126 East 56th Street, Suite 2300, New York, NY 10022

Christopher Grisanti (CRD# 4364281) is an Investment Advisor Representative working at Mai Capital Management, LLC in New York, NY and has 1 year of experience in the finance industry.

102
Jason R. Hamilton
CRD#: 3167347
820 Highway A1a N, Suite E4, Ponte Vedra Beach, FL 32082

Jason Hamilton (CRD# 3167347) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 24 years of experience in the finance industry.

103
William D. Jones
CRD#: 261879
126 East 56th St, Suite 2300, New York, NY 10022

William Jones (CRD# 261879) is an Investment Advisor Representative working at Mai Capital Management, LLC in New York, NY and has 1 year of experience in the finance industry.

104
Tyler W. Kahler
CRD#: 6241967
1360 South Main St., North Canton, OH 44720

Tyler Kahler (CRD# 6241967) is an Investment Advisor Representative working at Mai Capital Management, LLC in North Canton, OH and has over 2 years of experience in the finance industry.

105
Katherine A. Kelly
CRD#: 6628206
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Katherine Kelly (CRD# 6628206) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

106
Nathan H. Lawhead
CRD#: 7722302
11710 Plaza America Drive, Suite 1010, Reston, VA 20190

Nathan Lawhead (CRD# 7722302) is an Investment Advisor Representative working at Mai Capital Management, LLC in Reston, VA and has 1 year of experience in the finance industry.

107
Lauren R. Lippert
CRD#: 7431182
1360 East Ninth Street, Suite 1100, Cleveland, OH 44140

Lauren Lippert (CRD# 7431182) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

108
Thomas R. Marra
CRD#: 6264952
126 East 56th Street, Suite 2300, New York, NY 10022

Thomas Marra (CRD# 6264952) is an Investment Advisor Representative working at Mai Capital Management, LLC in New York, NY and has over 10 years of experience in the finance industry.

109
David M. Niehaus
CRD#: 6203347
7755 Montgomery Road, Suite 510, Cincinnati, OH 45236

David Niehaus (CRD# 6203347) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

110
Michael A. Pietzak
CRD#: 2072322
126 East 56th Street, Suite 2300, New York, NY 10022

Michael Pietzak (CRD# 2072322) 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.

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