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 51 - 60 of 119 top financial advisors.
51
James R. McDermott
CRD#: 3138520
106 Harrison Street Se, Suite 300, Leesburg, VA 20175

James McDermott (CRD# 3138520) is an Investment Advisor Representative working at Mai Capital Management, LLC in Leesburg, VA and has over 23 years of experience in the finance industry.

52
Bradley A. Meeks
CRD#: 6721417
7755 Montgomery Road, Suite 510, Cincinnati, OH 45236

Bradley Meeks (CRD# 6721417) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

53
Andrew R. Meyer
CRD#: 6504169
4695 Macarthur Court, Suite 850, Newport Beach, CA 92660

Andrew Meyer (CRD# 6504169) is an Investment Advisor Representative working at Mai Capital Management, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.

54
Linda C. Mobley
CRD#: 862934
100 River Bluff Drive, Suite 410, Little Rock, AR 72202

Linda Mobley (CRD# 862934) is an Investment Advisor Representative working at Mai Capital Management, LLC in Little Rock, AR and has over 34 years of experience in the finance industry.

55
Daniel W. Mules
CRD#: 2693325
2205 Warwick Way, Suite 200, Marriottsville, MD 21104

Daniel Mules (CRD# 2693325) is an Investment Advisor Representative working at Mai Capital Management, LLC in Marriottsville, MD and has over 8 years of experience in the finance industry.

56
Katerina L. Nalywajko
CRD#: 3056179
126 East 56th Street, Suite 2300, New York, NY 10022

Katerina Nalywajko (CRD# 3056179) is an Investment Advisor Representative working at Mai Capital Management, LLC in New York, NY and has over 18 years of experience in the finance industry.

57
Jordan S. Nightingale
CRD#: 5796620
820 Highway A1a N, Suite E4, Ponte Vedra Beach, FL 32082

Jordan Nightingale (CRD# 5796620) 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.

58
Kurt D. Nye
CRD#: 6227525
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131

Kurt Nye (CRD# 6227525) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

59
Gregory A. Palacorolla
CRD#: 5565694
2205 Warwick Way, Marriottsville, MD 21104

Gregory Palacorolla (CRD# 5565694) is an Investment Advisor Representative working at Mai Capital Management, LLC in Marriottsville, MD and has 1 year of experience in the finance industry.

60
John G. Palguta
CRD#: 4374747
1360 E. 9th St., Cleveland, OH 44114

John Palguta (CRD# 4374747) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

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