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 11 - 20 of 119 top financial advisors.
11
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 9 years of experience in the finance industry.

12
Richard J. Buoncore
CRD#: 1652210
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Richard Buoncore (CRD# 1652210) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 30 years of experience in the finance industry.

13
Douglas J. Butler
CRD#: 1263314
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Douglas Butler (CRD# 1263314) 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.

14
Peter H. Calfee
CRD#: 2878152
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Peter Calfee (CRD# 2878152) 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.

15
Timothy C. Carneval
CRD#: 5390057
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Timothy Carneval (CRD# 5390057) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

16
Robert L. Caron
CRD#: 2269219
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Robert Caron (CRD# 2269219) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 31 years of experience in the finance industry.

17
Ryan J. Catanese
CRD#: 6715648
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Ryan Catanese (CRD# 6715648) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

18
Matthew R. Chaffin
CRD#: 6194640
100 River Bluff Drive, Suite 410, Little Rock, AR 72202

Matthew Chaffin (CRD# 6194640) is an Investment Advisor Representative working at Mai Capital Management, LLC in Little Rock, AR and has over 8 years of experience in the finance industry.

19
Stephen W. Chaffin
CRD#: 1052886
100 River Bluff Drive, Suite 410, Little Rock, AR 72202

Stephen Chaffin (CRD# 1052886) is an Investment Advisor Representative working at Mai Capital Management, LLC in Little Rock, AR and has over 41 years of experience in the finance industry.

20
Timothy A. Chambers
CRD#: 3027699
White Pine, TN

Timothy Chambers (CRD# 3027699) is an Investment Advisor Representative working at Mai Capital Management, LLC in White Pine, TN and has over 25 years of experience in the finance industry.

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