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 31 - 40 of 119 top financial advisors.
31
Devin R. Fraley
CRD#: 6764462
1034 South Brentwood Blvd, Suite 1490, Saint Louis, MO 63117

Devin Fraley (CRD# 6764462) is an Investment Advisor Representative working at Mai Capital Management, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.

32
Joseph N. Geier
CRD#: 2267993
2205 Warwick Way, Suite 200, Marriottsville, MD 21104

Joseph Geier (CRD# 2267993) is an Investment Advisor Representative working at Mai Capital Management, LLC in Marriottsville, MD and has over 31 years of experience in the finance industry.

33
Neil J. Hantak
CRD#: 4409357
625 Eden Park Drive, Suite 310, Cincinnat, OH 45202

Neil Hantak (CRD# 4409357) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnat, OH and has over 20 years of experience in the finance industry.

34
Matthew Harris
CRD#: 5816898
Huntington Station, NY

Matthew Harris (CRD# 5816898) is an Investment Advisor Representative working at Mai Capital Management, LLC in Huntington Station, NY and has over 13 years of experience in the finance industry.

35
Paul E. Hebert
CRD#: 2733394
Lyndeborough, NH

Paul Hebert (CRD# 2733394) is an Investment Advisor Representative working at Mai Capital Management, LLC in Lyndeborough, NH and has over 27 years of experience in the finance industry.

36
Lance G. Johnson
CRD#: 5614234
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Lance Johnson (CRD# 5614234) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 11 years of experience in the finance industry.

37
Barry J. Klarberg
CRD#: 4908962
209 E 31st Street, New York, NY 10016

Barry Klarberg (CRD# 4908962) is an Investment Advisor Representative working at Mai Capital Management, LLC in New York, NY and has over 17 years of experience in the finance industry.

38
John Kleponis
CRD#: 4933420
4695 Macarthur Court, Suite 850, Newport Beach, CA 92660

John Kleponis (CRD# 4933420) is an Investment Advisor Representative working at Mai Capital Management, LLC in Newport Beach, CA and has over 18 years of experience in the finance industry.

39
Kevin J. Krakora
CRD#: 6618899
1360 South Main Street, North Canton, OH 44720

Kevin Krakora (CRD# 6618899) is an Investment Advisor Representative working at Mai Capital Management, LLC in North Canton, OH and has over 8 years of experience in the finance industry.

40
Thomas J. Lalley
CRD#: 2385518
625 Eden Park Drive, Suite 310, Cincinnati, OH 45202

Thomas Lalley (CRD# 2385518) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.

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